CSat Investment Advisory’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 |
-1,515
| Closed | -$59K | – | 1079 |
|
|
2020
Q3 | $59K | Buy |
1,515
+140
| +10% | +$5.45K | 0.01% | 650 |
|
|
2020
Q2 | $50K | Sell |
1,375
-1,170
| -46% | -$42.5K | 0.01% | 680 |
|
|
2020
Q1 | $88K | Buy |
2,545
+320
| +14% | +$11.1K | 0.02% | 373 |
|
|
2019
Q4 | $111K | Sell |
2,225
-26,808
| -92% | -$1.34M | 0.03% | 341 |
|
|
2019
Q3 | $1.36M | Buy |
29,033
+27,372
| +1,648% | +$1.28M | 0.43% | 42 |
|
|
2019
Q2 | $83K | Buy |
+1,661
| New | +$83K | 0.03% | 332 |
|
|
2018
Q3 | – | Sell |
-8,845
| Closed | -$484K | – | 557 |
|
|
2018
Q2 | $484K | Buy |
+8,845
| New | +$484K | 0.26% | 81 |
|