GoalVest Advisory’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 | $46.2K | Hold |
642
| – | – | 0.01% | 214 |
|
|
2025
Q1 | $35.1K | Hold |
642
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $75.5K | Sell |
642
-360
| -36% | -$42.3K | 0.02% | 162 |
|
|
2024
Q3 | $110K | Hold |
1,002
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $97.9K | Hold |
1,002
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $87.6K | Hold |
1,002
| – | – | 0.03% | 153 |
|
|
2023
Q4 | $72.1K | Hold |
1,002
| – | – | 0.03% | 115 |
|
|
2023
Q3 | $78.3K | Sell |
1,002
-478
| -32% | -$37.4K | 0.04% | 121 |
|
|
2023
Q2 | $114K | Hold |
1,480
| – | – | 0.06% | 92 |
|
|
2023
Q1 | $90.1K | Hold |
1,480
| – | – | 0.05% | 90 |
|
|
2022
Q4 | $66.3K | Hold |
1,480
| – | – | 0.04% | 99 |
|
|
2022
Q3 | $88K | Hold |
1,480
| – | – | 0.06% | 96 |
|
|
2022
Q2 | $66K | Hold |
1,480
| – | – | 0.04% | 154 |
|
|
2022
Q1 | $102K | Buy |
+1,480
| New | +$102K | 0.06% | 128 |
|
|
2021
Q2 | $114K | Buy |
1,480
+510
| +53% | +$39.3K | 0.07% | 127 |
|
|
2021
Q1 | $63K | Buy |
970
+230
| +31% | +$14.9K | 0.05% | 118 |
|
|
2020
Q4 | $59K | Buy |
+740
| New | +$59K | 0.05% | 109 |
|