CBA
Coastal Bridge Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,498
| Closed | -$294K | – | 386 |
|
|
2024
Q4 | $294K | Hold |
2,498
| – | – | 0.07% | 118 |
|
|
2024
Q3 | $274K | Hold |
2,498
| – | – | 0.07% | 128 |
|
|
2024
Q2 | $244K | Hold |
2,498
| – | – | 0.06% | 135 |
|
|
2024
Q1 | $218K | Buy |
+2,498
| New | +$218K | 0.05% | 147 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$234K | – | 182 |
|
|
2023
Q3 | $234K | Hold |
3,000
| – | – | 0.06% | 128 |
|
|
2023
Q2 | $232K | Buy |
+3,000
| New | +$232K | 0.06% | 132 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$208K | – | 186 |
|
|
2022
Q1 | $208K | Sell |
3,000
-300
| -9% | -$20.8K | 0.05% | 149 |
|
|
2021
Q4 | $515K | Buy |
3,300
+300
| +10% | +$46.8K | 0.11% | 105 |
|
|
2021
Q3 | $211K | Hold |
3,000
| – | – | 0.05% | 129 |
|
|
2021
Q2 | $232K | Buy |
+3,000
| New | +$232K | 0.05% | 125 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$240K | – | 152 |
|
|
2020
Q4 | $240K | Buy |
+300
| New | +$240K | 0.05% | 114 |
|