IKOS CIF’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,076
| Closed | -$253K | – | 320 |
|
|
2014
Q4 | $253K | Buy |
+7,076
| New | +$253K | 0.43% | 121 |
|
|
2014
Q2 | – | Sell |
-12,266
| Closed | -$414K | – | 297 |
|
|
2014
Q1 | $414K | Buy |
+12,266
| New | +$414K | 0.63% | 34 |
|
|
2013
Q4 | – | Sell |
-22,690
| Closed | -$605K | – | 283 |
|
|
2013
Q3 | $605K | Buy |
22,690
+21,101
| +1,328% | +$563K | 0.74% | 56 |
|
|
2013
Q2 | $38K | Buy |
+1,589
| New | +$38K | 0.07% | 164 |
|