IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5147 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4947 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4766 |
|
|
2020
Q4 | – | Sell |
-1,463
| Closed | -$57K | – | 4523 |
|
|
2020
Q3 | $57K | Buy |
1,463
+53
| +4% | +$2.07K | ﹤0.01% | 1242 |
|
|
2020
Q2 | $51K | Buy |
1,410
+86
| +6% | +$3.11K | ﹤0.01% | 1214 |
|
|
2020
Q1 | $48K | Buy |
1,324
+186
| +16% | +$6.74K | ﹤0.01% | 1137 |
|
|
2019
Q4 | $57K | Buy |
1,138
+206
| +22% | +$10.3K | ﹤0.01% | 1201 |
|
|
2019
Q3 | $51K | Buy |
+932
| New | +$51K | ﹤0.01% | 1364 |
|
|
2019
Q1 | $8K | Sell |
157
-1,682
| -91% | -$85.7K | ﹤0.01% | 1731 |
|
|
2018
Q4 | $89K | Sell |
1,839
-368
| -17% | -$17.8K | 0.01% | 1256 |
|
|
2018
Q3 | $117K | Buy |
2,207
+1,586
| +255% | +$84.1K | ﹤0.01% | 1377 |
|
|
2018
Q2 | $34K | Buy |
621
+62
| +11% | +$3.4K | ﹤0.01% | 2129 |
|
|
2018
Q1 | $29K | Hold |
559
| – | – | ﹤0.01% | 2170 |
|
|
2017
Q4 | $29K | Buy |
559
+302
| +118% | +$15.7K | ﹤0.01% | 2165 |
|
|
2017
Q3 | $13K | Hold |
257
| – | – | ﹤0.01% | 2867 |
|
|
2017
Q2 | $11K | Hold |
257
| – | – | ﹤0.01% | 2952 |
|
|
2017
Q1 | $10K | Hold |
257
| – | – | ﹤0.01% | 2913 |
|
|
2016
Q4 | $11K | Buy |
257
+80
| +45% | +$3.42K | ﹤0.01% | 2848 |
|
|
2016
Q3 | $6K | Hold |
177
| – | – | ﹤0.01% | 3156 |
|
|
2016
Q2 | $5K | Buy |
177
+20
| +13% | +$565 | ﹤0.01% | 3176 |
|
|
2016
Q1 | $8K | Buy |
157
+21
| +15% | +$1.07K | ﹤0.01% | 1731 |
|
|
2015
Q4 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 2992 |
|