Federated Hermes’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 |
-19
| Closed | -$1K | – | 2335 |
|
|
2019
Q2 | $1K | Sell |
19
-23,718
| -100% | -$1.25M | ﹤0.01% | 2137 |
|
|
2019
Q1 | $1.19M | Buy |
23,737
+23,718
| +124,832% | +$1.19M | ﹤0.01% | 1246 |
|
|
2018
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2161 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | -$1K | – | 2304 |
|
|
2018
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2135 |
|
|
2017
Q4 | – | Sell |
-4,975
| Closed | -$243K | – | 2258 |
|
|
2017
Q3 | $243K | Buy |
4,975
+921
| +23% | +$45K | ﹤0.01% | 1472 |
|
|
2017
Q2 | $174K | Buy |
4,054
+198
| +5% | +$8.5K | ﹤0.01% | 1536 |
|
|
2017
Q1 | $150K | Sell |
3,856
-7,719
| -67% | -$300K | ﹤0.01% | 1527 |
|
|
2016
Q4 | $505K | Sell |
11,575
-3,268
| -22% | -$143K | ﹤0.01% | 1303 |
|
|
2016
Q3 | $523K | Buy |
+14,843
| New | +$523K | ﹤0.01% | 1266 |
|
|
2014
Q3 | – | Sell |
-24,552
| Closed | -$770K | – | 2090 |
|
|
2014
Q2 | $770K | Buy |
24,552
+18,146
| +283% | +$569K | ﹤0.01% | 1239 |
|
|
2014
Q1 | $218K | Buy |
6,406
+2,626
| +69% | +$89.4K | ﹤0.01% | 1491 |
|
|
2013
Q4 | $115K | Hold |
3,780
| – | – | ﹤0.01% | 1567 |
|
|
2013
Q3 | $99K | Buy |
3,780
+80
| +2% | +$2.1K | ﹤0.01% | 1563 |
|
|
2013
Q2 | $90K | Buy |
+3,700
| New | +$90K | ﹤0.01% | 1534 |
|