Cutler Group’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
Q2 | – | Sell |
-7,406
| Closed | -$256K | – | 2337 |
|
|
2020
Q1 | $256K | Sell |
7,406
-2,962
| -29% | -$102K | 0.01% | 367 |
|
|
2019
Q4 | $515K | Buy |
+10,368
| New | +$515K | 0.03% | 305 |
|
|
2019
Q3 | – | Sell |
-927
| Closed | -$46K | – | 2392 |
|
|
2019
Q2 | $46K | Sell |
927
-2,767
| -75% | -$137K | ﹤0.01% | 941 |
|
|
2019
Q1 | $184K | Sell |
3,694
-68
| -2% | -$3.39K | 0.02% | 469 |
|
|
2018
Q4 | $184K | Buy |
+3,762
| New | +$184K | 0.02% | 422 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2406 |
|
|
2018
Q2 | – | Sell |
-13,206
| Closed | -$782K | – | 2498 |
|
|
2018
Q1 | $782K | Buy |
13,206
+11,083
| +522% | +$656K | 0.07% | 214 |
|
|
2017
Q4 | $108K | Buy |
2,123
+920
| +76% | +$46.8K | ﹤0.01% | 818 |
|
|
2017
Q3 | $58K | Sell |
1,203
-2,691
| -69% | -$130K | ﹤0.01% | 1206 |
|
|
2017
Q2 | $167K | Buy |
+3,894
| New | +$167K | 0.01% | 955 |
|
|
2017
Q1 | – | Sell |
-89,410
| Closed | -$3.9M | – | 3593 |
|
|
2016
Q4 | $3.9M | Buy |
+89,410
| New | +$3.9M | 0.14% | 80 |
|
|
2016
Q3 | – | Sell |
-4,489
| Closed | -$127K | – | 3582 |
|
|
2016
Q2 | $127K | Buy |
4,489
+4,290
| +2,156% | +$121K | 0.01% | 899 |
|
|
2016
Q1 | $6K | Sell |
199
-1,766
| -90% | -$53.2K | ﹤0.01% | 2348 |
|
|
2015
Q4 | $68K | Buy |
+1,965
| New | +$68K | ﹤0.01% | 1247 |
|