EverSource Wealth Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.8K | Buy |
1,331
+134
| +11% | +$9.65K | ﹤0.01% | 1224 |
|
|
2025
Q1 | $65.5K | Sell |
1,197
-536
| -31% | -$29.3K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $204K | Buy |
1,733
+771
| +80% | +$90.6K | 0.01% | 647 |
|
|
2024
Q3 | $105K | Sell |
962
-128
| -12% | -$14K | 0.01% | 775 |
|
|
2024
Q2 | $98K | Buy |
1,090
+176
| +19% | +$15.8K | 0.01% | 806 |
|
|
2024
Q1 | $75.7K | Sell |
914
-1,100
| -55% | -$91.1K | 0.01% | 818 |
|
|
2023
Q4 | $145K | Buy |
2,014
+124
| +7% | +$8.92K | 0.01% | 514 |
|
|
2023
Q3 | $148K | Buy |
1,890
+11
| +0.6% | +$860 | 0.02% | 469 |
|
|
2023
Q2 | $145K | Sell |
1,879
-115
| -6% | -$8.88K | 0.02% | 465 |
|
|
2023
Q1 | $121K | Sell |
1,994
-28
| -1% | -$1.71K | 0.02% | 483 |
|
|
2022
Q4 | $90.6K | Sell |
2,022
-546
| -21% | -$24.5K | 0.01% | 540 |
|
|
2022
Q3 | $154K | Buy |
2,568
+1,233
| +92% | +$73.9K | 0.04% | 341 |
|
|
2022
Q2 | $56K | Buy |
1,335
+40
| +3% | +$1.68K | 0.01% | 593 |
|
|
2022
Q1 | $89K | Sell |
1,295
-39
| -3% | -$2.68K | 0.02% | 356 |
|
|
2021
Q4 | $123K | Buy |
+1,334
| New | +$123K | 0.03% | 281 |
|