Dynamic Advisor Solutions’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
19,242
+1,065
| +6% | +$76.7K | 0.04% | 375 |
|
|
2025
Q1 | $995K | Buy |
+18,177
| New | +$995K | 0.03% | 419 |
|
|
2024
Q4 | – | Sell |
-13,105
| Closed | -$1.44M | – | 845 |
|
|
2024
Q3 | $1.44M | Sell |
13,105
-99
| -0.7% | -$10.9K | 0.04% | 368 |
|
|
2024
Q2 | $1.29M | Buy |
13,204
+993
| +8% | +$97K | 0.04% | 392 |
|
|
2024
Q1 | $1.07M | Buy |
12,211
+3,727
| +44% | +$326K | 0.04% | 431 |
|
|
2023
Q4 | $574K | Buy |
8,484
+824
| +11% | +$55.7K | 0.02% | 543 |
|
|
2023
Q3 | $599K | Buy |
7,660
+3,727
| +95% | +$291K | 0.03% | 472 |
|
|
2023
Q2 | $304K | Sell |
3,933
-511
| -11% | -$39.5K | 0.02% | 624 |
|
|
2023
Q1 | $271K | Sell |
4,444
-107
| -2% | -$6.52K | 0.02% | 617 |
|
|
2022
Q4 | $204K | Sell |
4,551
-432
| -9% | -$19.4K | 0.01% | 662 |
|
|
2022
Q3 | $298K | Sell |
4,983
-620
| -11% | -$37.1K | 0.02% | 529 |
|
|
2022
Q2 | $235K | Sell |
5,603
-554
| -9% | -$23.2K | 0.02% | 605 |
|
|
2022
Q1 | $426K | Sell |
6,157
-2,252
| -27% | -$156K | 0.03% | 465 |
|
|
2021
Q4 | $771K | Sell |
8,409
-7,209
| -46% | -$661K | 0.06% | 327 |
|
|
2021
Q3 | $1.1M | Sell |
15,618
-1,189
| -7% | -$83.6K | 0.08% | 268 |
|
|
2021
Q2 | $1.3M | Buy |
16,807
+2,947
| +21% | +$228K | 0.1% | 230 |
|
|
2021
Q1 | $903K | Sell |
13,860
-910
| -6% | -$59.3K | 0.08% | 264 |
|
|
2020
Q4 | $1.18M | Sell |
14,770
-3,300
| -18% | -$264K | 0.11% | 205 |
|
|
2020
Q3 | $937K | Buy |
18,070
+430
| +2% | +$22.3K | 0.11% | 222 |
|
|
2020
Q2 | $717K | Sell |
17,640
-4,620
| -21% | -$188K | 0.1% | 228 |
|
|
2020
Q1 | $430K | Buy |
22,260
+7,610
| +52% | +$147K | 0.08% | 263 |
|
|
2019
Q4 | $381K | Buy |
+14,650
| New | +$381K | 0.05% | 355 |
|