DLA
AMTD
Douglas Lane & Associates’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,315
| Closed | -$248K | – | 218 |
|
|
2019
Q3 | $248K | Sell |
5,315
-96,150
| -95% | -$4.49M | ﹤0.01% | 195 |
|
|
2019
Q2 | $5.07M | Sell |
101,465
-60,575
| -37% | -$3.02M | 0.1% | 109 |
|
|
2019
Q1 | $8.1M | Sell |
162,040
-50,965
| -24% | -$2.55M | 0.17% | 104 |
|
|
2018
Q4 | $10.4M | Sell |
213,005
-25,773
| -11% | -$1.26M | 0.25% | 96 |
|
|
2018
Q3 | $12.6M | Sell |
238,778
-6,489
| -3% | -$343K | 0.25% | 90 |
|
|
2018
Q2 | $13.4M | Sell |
245,267
-41,170
| -14% | -$2.25M | 0.28% | 89 |
|
|
2018
Q1 | $17M | Sell |
286,437
-21,449
| -7% | -$1.27M | 0.37% | 86 |
|
|
2017
Q4 | $15.7M | Sell |
307,886
-11,859
| -4% | -$606K | 0.33% | 88 |
|
|
2017
Q3 | $15.6M | Buy |
319,745
+620
| +0.2% | +$30.3K | 0.36% | 86 |
|
|
2017
Q2 | $13.7M | Buy |
319,125
+10,335
| +3% | +$444K | 0.32% | 86 |
|
|
2017
Q1 | $12M | Buy |
308,790
+19,580
| +7% | +$761K | 0.3% | 89 |
|
|
2016
Q4 | $12.6M | Buy |
289,210
+2,565
| +0.9% | +$112K | 0.32% | 89 |
|
|
2016
Q3 | $10.1M | Buy |
286,645
+28,250
| +11% | +$995K | 0.27% | 96 |
|
|
2016
Q2 | $7.36M | Sell |
258,395
-1,445
| -0.6% | -$41.1K | 0.21% | 108 |
|
|
2016
Q1 | $8.19M | Buy |
+259,840
| New | +$8.19M | 0.22% | 109 |
|