Glassman Wealth Services’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
Q4 | – | Sell |
-8
| Closed | – | – | 1598 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1571 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q1 | $0 | Sell |
8
-9
| -53% | – | ﹤0.01% | 1740 |
|
|
2019
Q4 | $1K | Buy |
17
+12
| +240% | +$706 | ﹤0.01% | 1125 |
|
|
2019
Q3 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 1525 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1269 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$13K | – | 733 |
|
|
2016
Q4 | $13K | Hold |
300
| – | – | 0.01% | 332 |
|
|
2016
Q3 | $11K | Hold |
300
| – | – | 0.01% | 292 |
|
|
2016
Q2 | $9K | Hold |
300
| – | – | 0.01% | 348 |
|
|
2016
Q1 | $9K | Hold |
300
| – | – | 0.01% | 331 |
|
|
2015
Q4 | $10K | Hold |
300
| – | – | 0.01% | 318 |
|
|
2015
Q3 | $10K | Hold |
300
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $11K | Hold |
300
| – | – | 0.01% | 312 |
|
|
2015
Q1 | $11K | Hold |
300
| – | – | 0.01% | 316 |
|
|
2014
Q4 | $11K | Buy |
+300
| New | +$11K | 0.01% | 357 |
|