Financial Advocates Investment Management’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 | $353K | Sell |
4,903
-470
| -9% | -$33.8K | 0.03% | 453 |
|
2025
Q1 | $294K | Buy |
5,373
+355
| +7% | +$19.4K | 0.02% | 564 |
|
2024
Q4 | $590K | Sell |
5,018
-57
| -1% | -$6.7K | 0.03% | 408 |
|
2024
Q3 | $556K | Buy |
5,075
+15
| +0.3% | +$1.65K | 0.03% | 430 |
|
2024
Q2 | $494K | Sell |
5,060
-661
| -12% | -$64.6K | 0.03% | 437 |
|
2024
Q1 | $500K | Sell |
5,721
-97
| -2% | -$8.48K | 0.03% | 454 |
|
2023
Q4 | $419K | Buy |
5,818
+886
| +18% | +$63.8K | 0.03% | 468 |
|
2023
Q3 | $385K | Buy |
4,932
+243
| +5% | +$19K | 0.03% | 469 |
|
2023
Q2 | $362K | Sell |
4,689
-301
| -6% | -$23.2K | 0.03% | 467 |
|
2023
Q1 | $304K | Sell |
4,990
-137
| -3% | -$8.35K | 0.02% | 547 |
|
2022
Q4 | $230K | Buy |
+5,127
| New | +$230K | 0.02% | 630 |
|
2021
Q2 | – | Sell |
-6,240
| Closed | -$407K | – | 814 |
|
2021
Q1 | $407K | Sell |
6,240
-2,830
| -31% | -$185K | 0.03% | 519 |
|
2020
Q4 | $727K | Buy |
9,070
+1,110
| +14% | +$89K | 0.05% | 368 |
|
2020
Q3 | $413K | Buy |
7,960
+2,870
| +56% | +$149K | 0.04% | 399 |
|
2020
Q2 | $207K | Buy |
+5,090
| New | +$207K | 0.02% | 545 |
|