Gideon Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-52,044
| Closed | -$2.59M | – | 242 |
|
|
2019
Q4 | $2.59M | Buy |
52,044
+34,716
| +200% | +$1.73M | 0.89% | 19 |
|
|
2019
Q3 | $809K | Buy |
+17,328
| New | +$809K | 0.26% | 126 |
|
|
2019
Q2 | – | Sell |
-21,005
| Closed | -$1.05M | – | 481 |
|
|
2019
Q1 | $1.05M | Buy |
+21,005
| New | +$1.05M | 0.38% | 69 |
|
|
2018
Q1 | – | Sell |
-6,645
| Closed | -$340K | – | 505 |
|
|
2017
Q4 | $340K | Buy |
+6,645
| New | +$340K | 0.3% | 121 |
|
|
2016
Q4 | – | Sell |
-58,744
| Closed | -$2.07M | – | 488 |
|
|
2016
Q3 | $2.07M | Buy |
+58,744
| New | +$2.07M | 1.25% | 22 |
|
|
2015
Q4 | – | Sell |
-23,176
| Closed | -$738K | – | 294 |
|
|
2015
Q3 | $738K | Buy |
+23,176
| New | +$738K | 0.43% | 91 |
|
|
2015
Q2 | – | Sell |
-14,488
| Closed | -$540K | – | 334 |
|
|
2015
Q1 | $540K | Sell |
14,488
-35,022
| -71% | -$1.31M | 0.22% | 146 |
|
|
2014
Q4 | $1.77M | Buy |
+49,510
| New | +$1.77M | 0.83% | 33 |
|
|
2014
Q2 | – | Sell |
-21,806
| Closed | -$740K | – | 331 |
|
|
2014
Q1 | $740K | Buy |
+21,806
| New | +$740K | 0.41% | 83 |
|