DFPG Investments’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
Q3 | – | Sell |
-17,079
| Closed | -$625K | – | 194 |
|
|
2020
Q2 | $625K | Buy |
17,079
+1,224
| +8% | +$44.8K | 0.38% | 76 |
|
|
2020
Q1 | $568K | Sell |
15,855
-3,016
| -16% | -$108K | 0.42% | 73 |
|
|
2019
Q4 | $929K | Buy |
18,871
+1,789
| +10% | +$88.1K | 0.61% | 44 |
|
|
2019
Q3 | $571K | Buy |
17,082
+5,097
| +43% | +$170K | 0.47% | 63 |
|
|
2019
Q2 | $614K | Buy |
+11,985
| New | +$614K | 0.59% | 47 |
|