Curi Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-300
| Closed | -$13K | – | 649 |
|
|
2022
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $20K | Hold |
300
| – | – | ﹤0.01% | 290 |
|
|
2021
Q4 | $27K | Buy |
+300
| New | +$27K | ﹤0.01% | 223 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$8K | – | 454 |
|
|
2020
Q4 | $8K | Buy |
+100
| New | +$8K | 0.01% | 278 |
|