Chicago Partners Investment Group’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,621
| Closed | -$242K | – | 426 |
|
|
2020
Q2 | $242K | Hold |
6,621
| – | – | 0.03% | 331 |
|
|
2020
Q1 | $247K | Hold |
6,621
| – | – | 0.04% | 286 |
|
|
2019
Q4 | $339K | Buy |
6,621
+107
| +2% | +$5.48K | 0.04% | 261 |
|
|
2019
Q3 | $251K | Hold |
6,514
| – | – | 0.04% | 290 |
|
|
2019
Q2 | $341K | Hold |
6,514
| – | – | 0.05% | 235 |
|
|
2019
Q1 | $349K | Hold |
6,514
| – | – | 0.05% | 222 |
|
|
2018
Q4 | $336K | Sell |
6,514
-4,590
| -41% | -$237K | 0.05% | 245 |
|
|
2018
Q3 | $559K | Buy |
11,104
+9,001
| +428% | +$453K | 0.08% | 174 |
|
|
2018
Q2 | $115K | Buy |
+2,103
| New | +$115K | 0.02% | 367 |
|