AMTD
Creative Planning’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,200,552
| Closed | -$47M | – | 2236 |
|
|
2020
Q3 | $47M | Sell |
1,200,552
-1,038
| -0.1% | -$40.6K | 0.12% | 73 |
|
|
2020
Q2 | $43.7M | Sell |
1,201,590
-3,003
| -0.2% | -$109K | 0.13% | 71 |
|
|
2020
Q1 | $41.8M | Buy |
1,204,593
+1,854
| +0.2% | +$64.3K | 0.15% | 61 |
|
|
2019
Q4 | $59.8M | Sell |
1,202,739
-8,912
| -0.7% | -$443K | 0.18% | 55 |
|
|
2019
Q3 | $56.6M | Buy |
1,211,651
+35,510
| +3% | +$1.66M | 0.18% | 56 |
|
|
2019
Q2 | $58.7M | Buy |
1,176,141
+6,971
| +0.6% | +$348K | 0.2% | 49 |
|
|
2019
Q1 | $58.4M | Buy |
1,169,170
+80
| +0% | +$4K | 0.21% | 47 |
|
|
2018
Q4 | $57.2M | Buy |
1,169,090
+16,381
| +1% | +$802K | 0.23% | 46 |
|
|
2018
Q3 | $60.9M | Sell |
1,152,709
-15,000
| -1% | -$792K | 0.23% | 45 |
|
|
2018
Q2 | $64M | Buy |
1,167,709
+6,809
| +0.6% | +$373K | 0.25% | 44 |
|
|
2018
Q1 | $68.8M | Buy |
1,160,900
+7,934
| +0.7% | +$470K | 0.28% | 40 |
|
|
2017
Q4 | $59M | Sell |
1,152,966
-6,813
| -0.6% | -$348K | 0.25% | 41 |
|
|
2017
Q3 | $56.6M | Buy |
1,159,779
+3,179
| +0.3% | +$155K | 0.26% | 43 |
|
|
2017
Q2 | $49.7M | Buy |
1,156,600
+28,235
| +3% | +$1.21M | 0.25% | 43 |
|
|
2017
Q1 | $43.8M | Sell |
1,128,365
-1,128
| -0.1% | -$43.8K | 0.24% | 45 |
|
|
2016
Q4 | $49.2M | Buy |
1,129,493
+2,739
| +0.2% | +$119K | 0.3% | 39 |
|
|
2016
Q3 | $39.7M | Sell |
1,126,754
-8,293
| -0.7% | -$292K | 0.25% | 43 |
|
|
2016
Q2 | $32.3M | Buy |
1,135,047
+13,479
| +1% | +$384K | 0.23% | 47 |
|
|
2016
Q1 | $35.4M | Buy |
1,121,568
+1,528
| +0.1% | +$48.2K | 0.28% | 43 |
|
|
2015
Q4 | $38.9M | Sell |
1,120,040
-3,031
| -0.3% | -$105K | 0.32% | 41 |
|
|
2015
Q3 | $35.8M | Sell |
1,123,071
-5,320
| -0.5% | -$169K | 0.32% | 42 |
|
|
2015
Q2 | $41.5M | Buy |
1,128,391
+2,492
| +0.2% | +$91.8K | 0.38% | 37 |
|
|
2015
Q1 | $42M | Buy |
1,125,899
+5,822
| +0.5% | +$217K | 0.39% | 37 |
|
|
2014
Q4 | $40.1M | Buy |
1,120,077
+10,220
| +0.9% | +$366K | 0.42% | 36 |
|
|
2014
Q3 | $37M | Sell |
1,109,857
-24
| -0% | -$801 | 0.43% | 36 |
|
|
2014
Q2 | $34.8M | Buy |
1,109,881
+1,053,673
| +1,875% | +$33M | 0.45% | 34 |
|
|
2014
Q1 | $1.91M | Buy |
56,208
+8,810
| +19% | +$299K | 0.03% | 205 |
|
|
2013
Q4 | $1.45M | Buy |
47,398
+3,970
| +9% | +$122K | 0.02% | 238 |
|
|
2013
Q3 | $1.14M | Buy |
43,428
+1,558
| +4% | +$40.8K | 0.02% | 240 |
|
|
2013
Q2 | $1.02M | Buy |
+41,870
| New | +$1.02M | 0.02% | 229 |
|