FDx Advisors’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
Q3 | – | Sell |
-4,388
| Closed | -$219K | – | 849 |
|
|
2019
Q2 | $219K | Sell |
4,388
-1,237
| -22% | -$61.7K | 0.01% | 744 |
|
|
2019
Q1 | $281K | Buy |
+5,625
| New | +$281K | 0.01% | 619 |
|
|
2018
Q4 | – | Sell |
-3,858
| Closed | -$204K | – | 871 |
|
|
2018
Q3 | $204K | Sell |
3,858
-451
| -10% | -$23.8K | 0.01% | 829 |
|
|
2018
Q2 | $236K | Sell |
4,309
-4,325
| -50% | -$237K | 0.01% | 804 |
|
|
2018
Q1 | $511K | Buy |
+8,634
| New | +$511K | 0.02% | 749 |
|
|
2016
Q1 | – | Sell |
-5,830
| Closed | -$202K | – | 970 |
|
|
2015
Q4 | $202K | Buy |
+5,830
| New | +$202K | 0.01% | 820 |
|