GWM
AMTD
Greenwich Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,593,730
| Closed | -$62.4M | – | 200 |
|
|
2020
Q3 | $62.4M | Buy |
1,593,730
+34
| +0% | +$1.33K | 11.17% | 2 |
|
|
2020
Q2 | $58M | Sell |
1,593,696
-83
| -0% | -$3.02K | 11.08% | 2 |
|
|
2020
Q1 | $55.2M | Buy |
1,593,779
+951,878
| +148% | +$33M | 11.8% | 1 |
|
|
2019
Q4 | $31.9M | Buy |
+641,901
| New | +$31.9M | 6.42% | 2 |
|
|
2019
Q3 | – | Sell |
-4,746
| Closed | -$237K | – | 205 |
|
|
2019
Q2 | $237K | Buy |
4,746
+138
| +3% | +$6.89K | 0.04% | 171 |
|
|
2019
Q1 | $230K | Buy |
4,608
+172
| +4% | +$8.59K | 0.04% | 169 |
|
|
2018
Q4 | $217K | Buy |
+4,436
| New | +$217K | 0.04% | 166 |
|
|
2018
Q3 | – | Sell |
-3,784
| Closed | -$207K | – | 198 |
|
|
2018
Q2 | $207K | Buy |
3,784
+1
| +0% | +$55 | 0.04% | 161 |
|
|
2018
Q1 | $224K | Sell |
3,783
-132,904
| -97% | -$7.87M | 0.04% | 154 |
|
|
2017
Q4 | $6.99M | Buy |
+136,687
| New | +$6.99M | 1.17% | 17 |
|
|
2017
Q3 | – | Sell |
-112,176
| Closed | -$4.82M | – | 196 |
|
|
2017
Q2 | $4.82M | Sell |
112,176
-339,013
| -75% | -$14.6M | 0.81% | 20 |
|
|
2017
Q1 | $17.5M | Buy |
+451,189
| New | +$17.5M | 2.33% | 6 |
|
|
2014
Q2 | – | Sell |
-6,974
| Closed | -$237K | – | 166 |
|
|
2014
Q1 | $237K | Hold |
6,974
| – | – | 0.02% | 144 |
|
|
2013
Q4 | $214K | Buy |
+6,974
| New | +$214K | 0.02% | 157 |
|