Foster Victor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,970
| Closed | -$617K | – | 149 |
|
|
2021
Q2 | $617K | Hold |
7,970
| – | – | 0.1% | 99 |
|
|
2021
Q1 | $576K | Hold |
7,970
| – | – | 0.11% | 99 |
|
|
2020
Q4 | $638K | Sell |
7,970
-250
| -3% | -$20K | 0.15% | 93 |
|
|
2020
Q3 | $426K | Sell |
8,220
-100
| -1% | -$5.18K | 0.12% | 100 |
|
|
2020
Q2 | $338K | Sell |
8,320
-7,680
| -48% | -$312K | 0.11% | 95 |
|
|
2020
Q1 | $346K | Hold |
16,000
| – | – | 0.15% | 76 |
|
|
2019
Q4 | $456K | Hold |
16,000
| – | – | 0.2% | 73 |
|
|
2019
Q3 | $310K | Hold |
16,000
| – | – | 0.17% | 69 |
|
|
2019
Q2 | $383K | Hold |
16,000
| – | – | 0.28% | 64 |
|
|
2019
Q1 | $317K | Buy |
+16,000
| New | +$317K | 0.25% | 68 |
|