Family Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-72,638
| Closed | -$3.56M | – | 151 |
|
|
2018
Q4 | $3.56M | Hold |
72,638
| – | – | 1.49% | 16 |
|
|
2018
Q3 | $3.84M | Hold |
72,638
| – | – | 2.24% | 20 |
|
|
2018
Q2 | $3.98M | Buy |
+72,638
| New | +$3.98M | 2.47% | 18 |
|
|
2015
Q4 | – | Sell |
-72,668
| Closed | -$2.31M | – | 95 |
|
|
2015
Q3 | $2.31M | Hold |
72,668
| – | – | 1.02% | 34 |
|
|
2015
Q2 | $2.68M | Buy |
+72,668
| New | +$2.68M | 1.1% | 35 |
|