HighTower Advisors’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 |
-62,667
| Closed | -$2.92M | – | 2405 |
|
2019
Q3 | $2.92M | Buy |
62,667
+1,446
| +2% | +$67.4K | 0.02% | 760 |
|
2019
Q2 | $3M | Buy |
61,221
+5,482
| +10% | +$268K | 0.02% | 748 |
|
2019
Q1 | $2.73M | Buy |
55,739
+666
| +1% | +$32.6K | 0.02% | 734 |
|
2018
Q4 | $2.69M | Buy |
55,073
+520
| +1% | +$25.4K | 0.02% | 651 |
|
2018
Q3 | $2.88M | Buy |
54,553
+2,106
| +4% | +$111K | 0.02% | 712 |
|
2018
Q2 | $2.88M | Buy |
52,447
+1,215
| +2% | +$66.6K | 0.02% | 714 |
|
2018
Q1 | $3.03M | Buy |
51,232
+2,151
| +4% | +$127K | 0.03% | 656 |
|
2017
Q4 | $2.51M | Buy |
49,081
+1,489
| +3% | +$76.3K | 0.02% | 745 |
|
2017
Q3 | $2.32M | Buy |
47,592
+165
| +0.3% | +$8.03K | 0.02% | 769 |
|
2017
Q2 | $2.04M | Sell |
47,427
-1,600
| -3% | -$68.9K | 0.02% | 792 |
|
2017
Q1 | $1.9M | Buy |
49,027
+20,716
| +73% | +$801K | 0.02% | 775 |
|
2016
Q4 | $1.24M | Sell |
28,311
-820
| -3% | -$35.8K | 0.01% | 887 |
|
2016
Q3 | $1.03M | Sell |
29,131
-26,916
| -48% | -$952K | 0.01% | 898 |
|
2016
Q2 | $1.6M | Sell |
56,047
-2,061
| -4% | -$58.9K | 0.02% | 699 |
|
2016
Q1 | $1.82M | Buy |
+58,108
| New | +$1.82M | 0.01% | 711 |
|
2015
Q4 | – | Sell |
-59,281
| Closed | -$1.89M | – | 2114 |
|
2015
Q3 | $1.89M | Sell |
59,281
-55
| -0.1% | -$1.75K | 0.03% | 638 |
|
2015
Q2 | $2.19M | Buy |
59,336
+1,221
| +2% | +$45K | 0.04% | 513 |
|
2015
Q1 | $2.17M | Sell |
58,115
-1,016
| -2% | -$37.9K | 0.03% | 558 |
|
2014
Q4 | $2.12M | Buy |
59,131
+362
| +0.6% | +$13K | 0.03% | 565 |
|
2014
Q3 | $1.96M | Buy |
58,769
+1,103
| +2% | +$36.8K | 0.03% | 568 |
|
2014
Q2 | $1.81M | Buy |
57,666
+284
| +0.5% | +$8.9K | 0.03% | 589 |
|
2014
Q1 | $1.95M | Buy |
57,382
+3,858
| +7% | +$131K | 0.04% | 522 |
|
2013
Q4 | $1.64M | Buy |
53,524
+3,590
| +7% | +$110K | 0.03% | 539 |
|
2013
Q3 | $1.33M | Buy |
49,934
+11,122
| +29% | +$296K | 0.03% | 530 |
|
2013
Q2 | $943K | Buy |
+38,812
| New | +$943K | 0.03% | 618 |
|