Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-215
| Closed | -$18.8K | – | 439 |
|
|
2024
Q1 | $18.8K | Sell |
215
-96
| -31% | -$8.39K | ﹤0.01% | 202 |
|
|
2023
Q4 | $13.9K | Sell |
311
-12
| -4% | -$538 | ﹤0.01% | 165 |
|
|
2023
Q3 | $25.2K | Hold |
323
| – | – | ﹤0.01% | 157 |
|
|
2023
Q2 | $24.9K | Buy |
323
+2
| +0.6% | +$154 | ﹤0.01% | 150 |
|
|
2023
Q1 | $19.6K | Buy |
321
+10
| +3% | +$609 | ﹤0.01% | 180 |
|
|
2022
Q4 | $13.9K | Hold |
311
| – | – | ﹤0.01% | 165 |
|
|
2022
Q3 | $18.6K | Buy |
311
+200
| +180% | +$12K | ﹤0.01% | 131 |
|
|
2022
Q2 | $4.65K | Buy |
+111
| New | +$4.65K | ﹤0.01% | 191 |
|