HighPoint Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $207K | Sell |
3,122
-109
| -3% | -$7.23K | 0.02% | 510 |
|
|
2021
Q2 | $226K | Buy |
+3,231
| New | +$226K | 0.02% | 471 |
|
|
2019
Q4 | – | Sell |
-2,448
| Closed | -$141K | – | 491 |
|
|
2019
Q3 | $141K | Buy |
2,448
+192
| +9% | +$11.1K | 0.03% | 384 |
|
|
2019
Q2 | $132K | Buy |
+2,256
| New | +$132K | 0.03% | 386 |
|
|
2018
Q3 | – | Sell |
-13,365
| Closed | -$791K | – | 374 |
|
|
2018
Q2 | $791K | Sell |
13,365
-162
| -1% | -$9.59K | 0.21% | 123 |
|
|
2018
Q1 | $843K | Sell |
13,527
-599
| -4% | -$37.3K | 0.23% | 114 |
|
|
2017
Q4 | $782K | Sell |
14,126
-179
| -1% | -$9.91K | 0.22% | 119 |
|
|
2017
Q3 | $713K | Buy |
+14,305
| New | +$713K | 0.22% | 125 |
|