Clear Perspective Advisors’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,510
Closed -$682K 162
2020
Q4
$682K Sell
8,510
-1,780
-17% -$143K 0.28% 65
2020
Q3
$273 Sell
10,290
-3,000
-23% -$80 0.13% 115
2020
Q2
$540K Buy
13,290
+2,170
+20% +$88.2K 0.29% 63
2020
Q1
$215K Sell
11,120
-1,080
-9% -$20.9K 0.14% 104
2019
Q4
$317K Buy
+12,200
New +$317K 0.2% 104