Exencial Wealth Advisors’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 | $455K | Buy |
+6,317
| New | +$455K | 0.02% | 376 |
|
|
2024
Q2 | – | Sell |
-3,100
| Closed | -$271K | – | 503 |
|
|
2024
Q1 | $271K | Buy |
3,100
+281
| +10% | +$24.6K | 0.01% | 445 |
|
|
2023
Q4 | $203K | Buy |
2,819
+204
| +8% | +$14.7K | 0.01% | 464 |
|
|
2023
Q3 | $204K | Buy |
+2,615
| New | +$204K | 0.01% | 407 |
|
|
2022
Q1 | – | Sell |
-2,644
| Closed | -$242K | – | 484 |
|
|
2021
Q4 | $242K | Buy |
+2,644
| New | +$242K | 0.01% | 421 |
|
|
2021
Q3 | – | Sell |
-5,980
| Closed | -$463K | – | 447 |
|
|
2021
Q2 | $463K | Hold |
5,980
| – | – | 0.03% | 324 |
|
|
2021
Q1 | $390K | Buy |
+5,980
| New | +$390K | 0.02% | 311 |
|