Crewe Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-241
| Closed | -$23.5K | – | 978 |
|
2024
Q2 | $23.5K | Buy |
+241
| New | +$23.5K | ﹤0.01% | 523 |
|
2023
Q3 | – | Sell |
-2
| Closed | -$155 | – | 890 |
|
2023
Q2 | $155 | Sell |
2
-168
| -99% | -$13K | ﹤0.01% | 763 |
|
2023
Q1 | $10.4K | Sell |
170
-118
| -41% | -$7.19K | ﹤0.01% | 544 |
|
2022
Q4 | $12.9K | Sell |
288
-5
| -2% | -$224 | ﹤0.01% | 502 |
|
2022
Q3 | $18K | Buy |
293
+40
| +16% | +$2.46K | ﹤0.01% | 495 |
|
2022
Q2 | $11K | Buy |
+253
| New | +$11K | ﹤0.01% | 579 |
|
2021
Q4 | – | Sell |
-30
| Closed | -$2K | – | 463 |
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 365 |
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 415 |
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 420 |
|
2020
Q4 | $2K | Sell |
30
-10
| -25% | -$667 | ﹤0.01% | 412 |
|
2020
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 539 |
|