Harfst & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,987
| Closed | -$704K | – | 111 |
|
|
2020
Q3 | $704K | Buy |
17,987
+2,350
| +15% | +$92K | 0.3% | 54 |
|
|
2020
Q2 | $568K | Buy |
15,637
+425
| +3% | +$15.4K | 0.24% | 61 |
|
|
2020
Q1 | $527K | Buy |
15,212
+2,141
| +16% | +$74.2K | 0.27% | 55 |
|
|
2019
Q4 | $649K | Buy |
13,071
+757
| +6% | +$37.6K | 0.25% | 58 |
|
|
2019
Q3 | $575K | Buy |
12,314
+411
| +3% | +$19.2K | 0.24% | 58 |
|
|
2019
Q2 | $594K | Buy |
11,903
+986
| +9% | +$49.2K | 0.24% | 61 |
|
|
2019
Q1 | $545K | Buy |
10,917
+1,738
| +19% | +$86.8K | 0.23% | 56 |
|
|
2018
Q4 | $449K | Buy |
9,179
+1,107
| +14% | +$54.2K | 0.21% | 54 |
|
|
2018
Q3 | $426K | Buy |
8,072
+374
| +5% | +$19.7K | 0.18% | 53 |
|
|
2018
Q2 | $421K | Buy |
7,698
+83
| +1% | +$4.54K | 0.18% | 47 |
|
|
2018
Q1 | $451K | Buy |
7,615
+262
| +4% | +$15.5K | 0.18% | 45 |
|
|
2017
Q4 | $375K | Buy |
7,353
+264
| +4% | +$13.5K | 0.15% | 61 |
|
|
2017
Q3 | $345K | Buy |
+7,089
| New | +$345K | 0.14% | 62 |
|