CreativeOne Wealth’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+3,862
| New | +$278K | 0.01% | 950 |
|
|
2025
Q1 | – | Sell |
-2,988
| Closed | -$351K | – | 1144 |
|
|
2024
Q4 | $351K | Buy |
+2,988
| New | +$351K | 0.01% | 815 |
|
|
2023
Q1 | – | Sell |
-12,789
| Closed | -$574K | – | 840 |
|
|
2022
Q4 | $574K | Sell |
12,789
-6,365
| -33% | -$286K | 0.03% | 393 |
|
|
2022
Q3 | $1.15M | Buy |
19,154
+2,392
| +14% | +$143K | 0.07% | 240 |
|
|
2022
Q2 | $702K | Buy |
16,762
+1,979
| +13% | +$82.9K | 0.04% | 320 |
|
|
2022
Q1 | $1.02M | Buy |
14,783
+1,542
| +12% | +$107K | 0.05% | 269 |
|
|
2021
Q4 | $1.21M | Buy |
13,241
+234
| +2% | +$21.5K | 0.06% | 264 |
|
|
2021
Q3 | $914K | Buy |
13,007
+994
| +8% | +$69.8K | 0.05% | 280 |
|
|
2021
Q2 | $929K | Sell |
12,013
-3,717
| -24% | -$287K | 0.06% | 268 |
|
|
2021
Q1 | $1.03M | Buy |
15,730
+120
| +0.8% | +$7.82K | 0.08% | 199 |
|
|
2020
Q4 | $1.25M | Buy |
15,610
+6,310
| +68% | +$506K | 0.1% | 151 |
|
|
2020
Q3 | $483K | Buy |
9,300
+2,490
| +37% | +$129K | 0.07% | 171 |
|
|
2020
Q2 | $277K | Buy |
+6,810
| New | +$277K | 0.04% | 203 |
|