Howe & Rusling’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 |
-48
| Closed | -$2K | – | 1029 |
|
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 752 |
|
|
2020
Q2 | $2K | Buy |
48
+10
| +26% | +$417 | ﹤0.01% | 713 |
|
|
2020
Q1 | $1K | Buy |
38
+17
| +81% | +$447 | ﹤0.01% | 770 |
|
|
2019
Q4 | $1K | Sell |
21
-79
| -79% | -$3.76K | ﹤0.01% | 822 |
|
|
2019
Q3 | $5K | Buy |
100
+13
| +15% | +$650 | ﹤0.01% | 574 |
|
|
2019
Q2 | $4K | Buy |
87
+1
| +1% | +$46 | ﹤0.01% | 581 |
|
|
2019
Q1 | $4K | Sell |
86
-2
| -2% | -$93 | ﹤0.01% | 588 |
|
|
2018
Q4 | $4K | Buy |
88
+7
| +9% | +$318 | ﹤0.01% | 596 |
|
|
2018
Q3 | $4K | Buy |
81
+7
| +9% | +$346 | ﹤0.01% | 648 |
|
|
2018
Q2 | $4K | Buy |
74
+10
| +16% | +$541 | ﹤0.01% | 593 |
|
|
2018
Q1 | $4K | Sell |
64
-4
| -6% | -$250 | ﹤0.01% | 665 |
|
|
2017
Q4 | $3K | Buy |
68
+25
| +58% | +$1.1K | ﹤0.01% | 674 |
|
|
2017
Q3 | $2K | Sell |
43
-15
| -26% | -$698 | ﹤0.01% | 798 |
|
|
2017
Q2 | $2K | Sell |
58
-47
| -45% | -$1.62K | ﹤0.01% | 856 |
|
|
2017
Q1 | $4K | Sell |
105
-37
| -26% | -$1.41K | ﹤0.01% | 728 |
|
|
2016
Q4 | $6K | Sell |
142
-27
| -16% | -$1.14K | ﹤0.01% | 651 |
|
|
2016
Q3 | $6K | Hold |
169
| – | – | ﹤0.01% | 645 |
|
|
2016
Q2 | $5K | Buy |
169
+31
| +22% | +$917 | ﹤0.01% | 655 |
|
|
2016
Q1 | $4K | Sell |
138
-58
| -30% | -$1.68K | ﹤0.01% | 746 |
|
|
2015
Q4 | $7K | Sell |
196
-13
| -6% | -$464 | ﹤0.01% | 583 |
|
|
2015
Q3 | $7K | Buy |
209
+23
| +12% | +$770 | ﹤0.01% | 582 |
|
|
2015
Q2 | $7K | Buy |
186
+2
| +1% | +$75 | ﹤0.01% | 592 |
|
|
2015
Q1 | $7K | Sell |
184
-22
| -11% | -$837 | ﹤0.01% | 571 |
|
|
2014
Q4 | $7K | Sell |
206
-3
| -1% | -$102 | ﹤0.01% | 577 |
|
|
2014
Q3 | $7K | Buy |
+209
| New | +$7K | ﹤0.01% | 557 |
|
|
2014
Q2 | – | Sell |
-222
| Closed | -$8K | – | 956 |
|
|
2014
Q1 | $8K | Sell |
222
-8
| -3% | -$288 | ﹤0.01% | 601 |
|
|
2013
Q4 | $7K | Buy |
230
+19
| +9% | +$578 | ﹤0.01% | 555 |
|
|
2013
Q3 | $6K | Sell |
211
-19
| -8% | -$540 | ﹤0.01% | 678 |
|
|
2013
Q2 | $6K | Buy |
+230
| New | +$6K | ﹤0.01% | 696 |
|