Evermay Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Hold |
199
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $10.9K | Hold |
199
| – | – | ﹤0.01% | 437 |
|
|
2024
Q4 | $23.4K | Hold |
199
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $21.8K | Sell |
199
-471
| -70% | -$51.6K | ﹤0.01% | 391 |
|
|
2024
Q2 | $65.4K | Hold |
670
| – | – | 0.01% | 321 |
|
|
2024
Q1 | $58.6K | Hold |
670
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $48.2K | Hold |
670
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $52.4K | Hold |
670
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $51.7K | Hold |
670
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $40.8K | Hold |
670
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $30K | Buy |
+670
| New | +$30K | 0.01% | 336 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$8K | – | 530 |
|
|
2021
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 422 |
|