Haverford Trust Company’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
Q4 | – | Sell |
-4,310
| Closed | -$201K | – | 317 |
|
|
2019
Q3 | $201K | Sell |
4,310
-2,350
| -35% | -$110K | ﹤0.01% | 294 |
|
|
2019
Q2 | $332K | Buy |
6,660
+650
| +11% | +$32.4K | 0.01% | 240 |
|
|
2019
Q1 | $300K | Buy |
6,010
+50
| +0.8% | +$2.5K | 0.01% | 244 |
|
|
2018
Q4 | $292K | Hold |
5,960
| – | – | 0.01% | 240 |
|
|
2018
Q3 | $315K | Buy |
+5,960
| New | +$315K | 0.01% | 242 |
|