Concourse Financial Group Securities’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 |
-1,398
| Closed | -$55K | – | 8665 |
|
|
2020
Q3 | $55K | Buy |
1,398
+300
| +27% | +$11.8K | ﹤0.01% | 1025 |
|
|
2020
Q2 | $40K | Buy |
1,098
+319
| +41% | +$11.6K | ﹤0.01% | 1057 |
|
|
2020
Q1 | $27K | Sell |
779
-590
| -43% | -$20.4K | ﹤0.01% | 1131 |
|
|
2019
Q4 | $68K | Buy |
1,369
+564
| +70% | +$28K | 0.01% | 838 |
|
|
2019
Q3 | $38K | Buy |
805
+364
| +83% | +$17.2K | 0.01% | 713 |
|
|
2019
Q2 | $22K | Sell |
441
-2,770
| -86% | -$138K | ﹤0.01% | 1221 |
|
|
2019
Q1 | $160K | Buy |
3,211
+2,795
| +672% | +$139K | 0.02% | 553 |
|
|
2018
Q4 | $20K | Buy |
416
+68
| +20% | +$3.27K | ﹤0.01% | 1162 |
|
|
2018
Q3 | $18K | Buy |
+348
| New | +$18K | 0.01% | 905 |
|