Gyroscope Capital Management Group’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,542
| Closed | -$301K | – | 117 |
|
|
2016
Q3 | $301K | Sell |
8,542
-3,000
| -26% | -$106K | 0.22% | 55 |
|
|
2016
Q2 | $329K | Sell |
11,542
-481
| -4% | -$13.7K | 0.27% | 59 |
|
|
2016
Q1 | $379K | Sell |
12,023
-159
| -1% | -$5.01K | 0.29% | 56 |
|
|
2015
Q4 | $423K | Buy |
12,182
+843
| +7% | +$29.3K | 0.33% | 55 |
|
|
2015
Q3 | $361K | Hold |
11,339
| – | – | 0.31% | 55 |
|
|
2015
Q2 | $418K | Buy |
11,339
+571
| +5% | +$21K | 0.34% | 52 |
|
|
2015
Q1 | $401K | Buy |
+10,768
| New | +$401K | 0.33% | 43 |
|