Frisch Financial Group’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,250
| Closed | -$440K | – | 143 |
|
|
2020
Q3 | $440K | Buy |
11,250
+91
| +0.8% | +$3.42K | 0.19% | 59 |
|
|
2020
Q2 | $406K | Sell |
11,159
-1,636
| -13% | -$61.6K | 0.19% | 56 |
|
|
2020
Q1 | $443K | Buy |
12,795
+77
| +0.6% | +$3.35K | 0.26% | 55 |
|
|
2019
Q4 | $632K | Sell |
12,718
-950
| -7% | -$41.2K | 0.3% | 49 |
|
|
2019
Q3 | $638K | Buy |
13,668
+9,199
| +206% | +$441K | 0.39% | 42 |
|
|
2019
Q2 | $223K | Sell |
4,469
-230
| -5% | -$11.9K | 0.15% | 90 |
|
|
2019
Q1 | $235K | Sell |
4,699
-4,686
| -50% | -$254K | 0.14% | 92 |
|
|
2018
Q4 | $459K | Buy |
+9,385
| New | +$478K | 0.32% | 56 |
|
