Golden State Wealth Management’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 | – | Sell |
-27
| Closed | -$1.48K | – | 1662 |
|
|
2025
Q1 | $1.48K | Hold |
27
| – | – | ﹤0.01% | 1366 |
|
|
2024
Q4 | $3.17K | Buy |
+27
| New | +$3.17K | ﹤0.01% | 1191 |
|
|
2020
Q2 | – | Sell |
-8,500
| Closed | -$164K | – | 838 |
|
|
2020
Q1 | $164K | Buy |
+8,500
| New | +$164K | 0.07% | 181 |
|
|
2019
Q4 | – | Sell |
-3,670
| Closed | -$69K | – | 850 |
|
|
2019
Q3 | $69K | Buy |
3,670
+1,200
| +49% | +$22.6K | 0.02% | 372 |
|
|
2019
Q2 | $56K | Buy |
2,470
+1,970
| +394% | +$44.7K | 0.02% | 430 |
|
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 786 |
|