Global Retirement Partners’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Buy
+1,701
New +$122K ﹤0.01% 1327
2024
Q4
$1.71M Buy
14,514
+8,364
+136% +$983K 0.05% 333
2024
Q3
$674K Sell
6,150
-925
-13% -$101K 0.02% 546
2024
Q2
$691K Buy
7,075
+3,743
+112% +$366K 0.02% 521
2024
Q1
$291K Sell
3,332
-305
-8% -$26.7K 0.01% 665
2023
Q4
$232K Sell
3,637
-510
-12% -$32.5K 0.01% 698
2023
Q3
$329K Buy
4,147
+399
+11% +$31.7K 0.02% 534
2023
Q2
$289K Buy
3,748
+72
+2% +$5.56K 0.01% 577
2023
Q1
$230K Buy
3,676
+589
+19% +$36.8K 0.01% 618
2022
Q4
$138K Buy
3,087
+727
+31% +$32.6K 0.01% 708
2022
Q3
$126K Sell
2,360
-570
-19% -$30.4K 0.01% 701
2022
Q2
$123K Buy
2,930
+20
+0.7% +$840 0.01% 681
2022
Q1
$124K Buy
+2,910
New +$124K 0.01% 691
2019
Q4
Sell
-150
Closed -$3K 1699
2019
Q3
$3K Hold
150
﹤0.01% 1411
2019
Q2
$3K Sell
150
-1,000
-87% -$20K ﹤0.01% 1404
2019
Q1
$23K Buy
1,150
+1,000
+667% +$20K 0.01% 780
2018
Q4
$2K Buy
+150
New +$2K ﹤0.01% 1355