Glassman Wealth Services’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-230
| Closed | -$16.6K | – | 1694 |
|
2023
Q4 | $16.6K | Buy |
230
+3
| +1% | +$216 | ﹤0.01% | 737 |
|
2023
Q3 | $17.7K | Hold |
227
| – | – | ﹤0.01% | 683 |
|
2023
Q2 | $17.5K | Buy |
227
+43
| +23% | +$3.32K | ﹤0.01% | 656 |
|
2023
Q1 | $11.2K | Sell |
184
-33
| -15% | -$2.01K | ﹤0.01% | 788 |
|
2022
Q4 | $9.73K | Sell |
217
-11
| -5% | -$493 | ﹤0.01% | 831 |
|
2022
Q3 | $14K | Buy |
228
+48
| +27% | +$2.95K | ﹤0.01% | 714 |
|
2022
Q2 | $8K | Sell |
180
-101
| -36% | -$4.49K | ﹤0.01% | 884 |
|
2022
Q1 | $19K | Buy |
281
+44
| +19% | +$2.98K | ﹤0.01% | 667 |
|
2021
Q4 | $22K | Sell |
237
-305
| -56% | -$28.3K | ﹤0.01% | 592 |
|
2021
Q3 | $38K | Buy |
542
+90
| +20% | +$6.31K | 0.01% | 418 |
|
2021
Q2 | $35K | Buy |
452
+122
| +37% | +$9.45K | 0.01% | 429 |
|
2021
Q1 | $22K | Buy |
330
+270
| +450% | +$18K | ﹤0.01% | 508 |
|
2020
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 881 |
|
2020
Q3 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 931 |
|
2020
Q2 | – | Sell |
-20
| Closed | – | – | 1542 |
|
2020
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1574 |
|