D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-400
| Closed | -$24K | – | 177 |
|
|
2018
Q1 | $24K | Hold |
400
| – | – | 0.01% | 111 |
|
|
2017
Q4 | $20K | Hold |
400
| – | – | 0.01% | 114 |
|
|
2017
Q3 | $20K | Hold |
400
| – | – | 0.01% | 119 |
|
|
2017
Q2 | $17K | Sell |
400
-800
| -67% | -$34K | 0.01% | 130 |
|
|
2017
Q1 | $47K | Hold |
1,200
| – | – | 0.03% | 83 |
|
|
2016
Q4 | $52K | Hold |
1,200
| – | – | 0.04% | 76 |
|
|
2016
Q3 | $42K | Hold |
1,200
| – | – | 0.03% | 77 |
|
|
2016
Q2 | $34K | Buy |
1,200
+400
| +50% | +$11.3K | 0.03% | 77 |
|
|
2016
Q1 | $25K | Buy |
+800
| New | +$25K | 0.02% | 74 |
|