Clearview Wealth Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-380
| Closed | -$29.3K | – | 597 |
|
|
2023
Q2 | $29.3K | Hold |
380
| – | – | 0.03% | 231 |
|
|
2023
Q1 | $23.1K | Hold |
380
| – | – | 0.02% | 258 |
|
|
2022
Q4 | $17K | Hold |
380
| – | – | 0.01% | 272 |
|
|
2022
Q3 | $23K | Hold |
380
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $16K | Sell |
380
-24
| -6% | -$1.01K | 0.01% | 309 |
|
|
2022
Q1 | $28K | Hold |
404
| – | – | 0.02% | 258 |
|
|
2021
Q4 | $37K | Buy |
404
+24
| +6% | +$2.2K | 0.02% | 260 |
|
|
2021
Q3 | $27K | Hold |
380
| – | – | 0.02% | 302 |
|
|
2021
Q2 | $29K | Sell |
380
-40
| -10% | -$3.05K | 0.02% | 300 |
|
|
2021
Q1 | $27K | Hold |
420
| – | – | 0.02% | 298 |
|
|
2020
Q4 | $34K | Buy |
+420
| New | +$34K | 0.02% | 237 |
|