Commonwealth Equity Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,894
| Closed | -$269K | – | 3310 |
|
|
2020
Q3 | $269K | Buy |
+6,894
| New | +$269K | ﹤0.01% | 2463 |
|
|
2019
Q3 | – | Sell |
-5,068
| Closed | -$253K | – | 2903 |
|
|
2019
Q2 | $253K | Sell |
5,068
-130
| -3% | -$6.49K | ﹤0.01% | 2336 |
|
|
2019
Q1 | $259K | Sell |
5,198
-456
| -8% | -$22.7K | ﹤0.01% | 2274 |
|
|
2018
Q4 | $276K | Sell |
5,654
-442
| -7% | -$21.6K | ﹤0.01% | 2081 |
|
|
2018
Q3 | $322K | Sell |
6,096
-2,944
| -33% | -$156K | ﹤0.01% | 2108 |
|
|
2018
Q2 | $495K | Buy |
9,040
+533
| +6% | +$29.2K | ﹤0.01% | 1757 |
|
|
2018
Q1 | $503K | Buy |
8,507
+185
| +2% | +$10.9K | ﹤0.01% | 1707 |
|
|
2017
Q4 | $426K | Buy |
8,322
+1,562
| +23% | +$80K | ﹤0.01% | 1798 |
|
|
2017
Q3 | $330K | Buy |
6,760
+804
| +13% | +$39.2K | ﹤0.01% | 1900 |
|
|
2017
Q2 | $256K | Buy |
5,956
+428
| +8% | +$18.4K | ﹤0.01% | 2036 |
|
|
2017
Q1 | $215K | Sell |
5,528
-1,044
| -16% | -$40.6K | ﹤0.01% | 2099 |
|
|
2016
Q4 | $287K | Sell |
6,572
-1,006
| -13% | -$43.9K | ﹤0.01% | 1798 |
|
|
2016
Q3 | $267K | Buy |
+7,578
| New | +$267K | ﹤0.01% | 1801 |
|
|
2016
Q2 | – | Sell |
-7,380
| Closed | -$233K | – | 2303 |
|
|
2016
Q1 | $233K | Sell |
7,380
-726
| -9% | -$22.9K | ﹤0.01% | 1808 |
|
|
2015
Q4 | $281K | Sell |
8,106
-38,955
| -83% | -$1.35M | ﹤0.01% | 1647 |
|
|
2015
Q3 | $1.5M | Buy |
47,061
+42
| +0.1% | +$1.34K | 0.02% | 710 |
|
|
2015
Q2 | $1.73M | Sell |
47,019
-666
| -1% | -$24.5K | 0.02% | 682 |
|
|
2015
Q1 | $1.78M | Buy |
47,685
+413
| +0.9% | +$15.4K | 0.02% | 647 |
|
|
2014
Q4 | $1.69M | Sell |
47,272
-77
| -0.2% | -$2.75K | 0.02% | 637 |
|
|
2014
Q3 | $1.58M | Buy |
47,349
+9,289
| +24% | +$310K | 0.02% | 643 |
|
|
2014
Q2 | $1.19M | Buy |
+38,060
| New | +$1.19M | 0.01% | 775 |
|