Haverford Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,640
| Closed | -$631K | – | 72 |
|
|
2019
Q2 | $631K | Buy |
12,640
+2,500
| +25% | +$125K | 0.22% | 48 |
|
|
2019
Q1 | $507K | Sell |
10,140
-2,260
| -18% | -$113K | 0.18% | 48 |
|
|
2018
Q4 | $607K | Buy |
12,400
+1,900
| +18% | +$93K | 0.25% | 44 |
|
|
2018
Q3 | $555K | Buy |
10,500
+4,000
| +62% | +$211K | 0.2% | 51 |
|
|
2018
Q2 | $356K | Buy |
+6,500
| New | +$356K | 0.13% | 56 |
|