Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $690K | Sell |
5,875
-1,579
| -21% | -$186K | 0.05% | 147 |
|
|
2024
Q3 | $817K | Buy |
7,454
+2,237
| +43% | +$245K | 0.06% | 141 |
|
|
2024
Q2 | $510K | Buy |
5,217
+652
| +14% | +$63.7K | 0.09% | 78 |
|
|
2024
Q1 | $399K | Buy |
+4,565
| New | +$399K | 0.03% | 170 |
|
|
2022
Q1 | – | Sell |
-3,271
| Closed | -$299K | – | 207 |
|
|
2021
Q4 | $299K | Sell |
3,271
-402
| -11% | -$36.7K | 0.03% | 164 |
|
|
2021
Q3 | $258K | Buy |
+3,673
| New | +$258K | 0.03% | 160 |
|
|
2020
Q4 | – | Sell |
-4,070
| Closed | -$211K | – | 181 |
|
|
2020
Q3 | $211K | Buy |
+4,070
| New | +$211K | 0.03% | 144 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$23K | – | 734 |
|
|
2019
Q2 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 446 |
|