FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,522
| Closed | -$110K | – | 1120 |
|
|
2016
Q4 | $110K | Buy |
2,522
+1,196
| +90% | +$52.2K | 0.01% | 449 |
|
|
2016
Q3 | $46K | Hold |
1,326
| – | – | ﹤0.01% | 631 |
|
|
2016
Q2 | $37K | Hold |
1,326
| – | – | ﹤0.01% | 682 |
|
|
2016
Q1 | $42K | Sell |
1,326
-566
| -30% | -$17.9K | ﹤0.01% | 617 |
|
|
2015
Q4 | $66K | Buy |
1,892
+97
| +5% | +$3.38K | 0.01% | 528 |
|
|
2015
Q3 | $57K | Sell |
1,795
-75
| -4% | -$2.38K | 0.01% | 591 |
|
|
2015
Q2 | $69K | Buy |
1,870
+272
| +17% | +$10K | 0.01% | 569 |
|
|
2015
Q1 | $59K | Sell |
1,598
-3,874
| -71% | -$143K | 0.01% | 626 |
|
|
2014
Q4 | $196K | Hold |
5,472
| – | – | 0.03% | 348 |
|
|
2014
Q3 | $183K | Hold |
5,472
| – | – | 0.03% | 356 |
|
|
2014
Q2 | $171K | Hold |
5,472
| – | – | 0.03% | 352 |
|
|
2014
Q1 | $186K | Hold |
5,472
| – | – | 0.03% | 329 |
|
|
2013
Q4 | $168K | Hold |
5,472
| – | – | 0.03% | 333 |
|
|
2013
Q3 | $143K | Hold |
5,472
| – | – | 0.04% | 364 |
|
|
2013
Q2 | $133K | Buy |
+5,472
| New | +$133K | 0.04% | 338 |
|