Columbia Partners Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-30,842
| Closed | -$1.83M | – | 249 |
|
|
2018
Q1 | $1.83M | Sell |
30,842
-20,399
| -40% | -$1.21M | 0.23% | 128 |
|
|
2017
Q4 | $2.62M | Sell |
51,241
-22,081
| -30% | -$1.13M | 0.35% | 92 |
|
|
2017
Q3 | $3.58M | Sell |
73,322
-15,696
| -18% | -$766K | 0.47% | 66 |
|
|
2017
Q2 | $3.83M | Buy |
89,018
+36,554
| +70% | +$1.57M | 0.49% | 66 |
|
|
2017
Q1 | $2.04M | Buy |
+52,464
| New | +$2.04M | 0.26% | 111 |
|