Edgestream Partners’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 |
-97,933
| Closed | -$3.56M | – | 375 |
|
|
2020
Q2 | $3.56M | Buy |
97,933
+59,866
| +157% | +$2.18M | 0.19% | 150 |
|
|
2020
Q1 | $1.32M | Buy |
+38,067
| New | +$1.32M | 0.12% | 180 |
|
|
2019
Q4 | – | Sell |
-17,100
| Closed | -$799K | – | 365 |
|
|
2019
Q3 | $799K | Buy |
+17,100
| New | +$799K | 0.08% | 196 |
|
|
2019
Q2 | – | Sell |
-67,165
| Closed | -$3.36M | – | 297 |
|
|
2019
Q1 | $3.36M | Sell |
67,165
-35,536
| -35% | -$1.78M | 0.49% | 68 |
|
|
2018
Q4 | $5.03M | Buy |
102,701
+57,868
| +129% | +$2.83M | 0.88% | 34 |
|
|
2018
Q3 | $2.37M | Buy |
+44,833
| New | +$2.37M | 0.4% | 90 |
|