Clearstead Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Hold |
8,928
| – | – | 0.01% | 543 |
|
|
2025
Q1 | $489K | Sell |
8,928
-4,544
| -34% | -$249K | 0.01% | 581 |
|
|
2024
Q4 | $1.58M | Sell |
13,472
-212
| -2% | -$24.9K | 0.02% | 331 |
|
|
2024
Q3 | $1.5M | Buy |
13,684
+174
| +1% | +$19.1K | 0.02% | 341 |
|
|
2024
Q2 | $1.32M | Buy |
13,510
+11,163
| +476% | +$1.09M | 0.02% | 343 |
|
|
2024
Q1 | $205K | Buy |
2,347
+482
| +26% | +$42.2K | 0.01% | 463 |
|
|
2023
Q4 | $134K | Sell |
1,865
-1,813
| -49% | -$130K | 0.01% | 518 |
|
|
2023
Q3 | $287K | Buy |
3,678
+2,201
| +149% | +$172K | 0.01% | 493 |
|
|
2023
Q2 | $114K | Buy |
1,477
+971
| +192% | +$75K | 0.01% | 544 |
|
|
2023
Q1 | $30.8K | Buy |
506
+33
| +7% | +$2.01K | ﹤0.01% | 765 |
|
|
2022
Q4 | $21.2K | Buy |
473
+84
| +22% | +$3.77K | ﹤0.01% | 786 |
|
|
2022
Q3 | $23K | Hold |
389
| – | – | ﹤0.01% | 748 |
|
|
2022
Q2 | $16K | Sell |
389
-90
| -19% | -$3.7K | ﹤0.01% | 848 |
|
|
2022
Q1 | $33K | Buy |
479
+11
| +2% | +$758 | ﹤0.01% | 758 |
|
|
2021
Q4 | $43K | Buy |
468
+154
| +49% | +$14.2K | ﹤0.01% | 678 |
|
|
2021
Q3 | $22K | Buy |
314
+2
| +0.6% | +$140 | ﹤0.01% | 787 |
|
|
2021
Q2 | $24K | Sell |
312
-278
| -47% | -$21.4K | ﹤0.01% | 679 |
|
|
2021
Q1 | $38K | Buy |
590
+280
| +90% | +$18K | ﹤0.01% | 582 |
|
|
2020
Q4 | $25K | Sell |
310
-100
| -24% | -$8.07K | ﹤0.01% | 600 |
|
|
2020
Q3 | $21K | Buy |
410
+170
| +71% | +$8.71K | ﹤0.01% | 582 |
|
|
2020
Q2 | $10K | Sell |
240
-60
| -20% | -$2.5K | ﹤0.01% | 604 |
|
|
2020
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 629 |
|