Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $50K | Sell |
1,171
-839
| -42% | -$35.8K | 0.02% | 515 |
|
|
2017
Q1 | $78K | Sell |
2,010
-1,465
| -42% | -$56.9K | 0.03% | 494 |
|
|
2016
Q4 | $152K | Sell |
3,475
-540
| -13% | -$23.6K | 0.05% | 371 |
|
|
2016
Q3 | $141K | Sell |
4,015
-160
| -4% | -$5.62K | 0.04% | 403 |
|
|
2016
Q2 | $119K | Sell |
4,175
-1,305
| -24% | -$37.2K | 0.04% | 421 |
|
|
2016
Q1 | $173K | Sell |
5,480
-2,105
| -28% | -$66.5K | 0.05% | 369 |
|
|
2015
Q4 | $263K | Sell |
7,585
-60
| -0.8% | -$2.08K | 0.08% | 301 |
|
|
2015
Q3 | $243K | Sell |
7,645
-85
| -1% | -$2.7K | 0.05% | 322 |
|
|
2015
Q2 | $285K | Sell |
7,730
-1,005
| -12% | -$37.1K | 0.06% | 316 |
|
|
2015
Q1 | $325K | Buy |
8,735
+3,345
| +62% | +$124K | 0.07% | 294 |
|
|
2014
Q4 | $193K | Sell |
5,390
-23,680
| -81% | -$848K | 0.04% | 379 |
|
|
2014
Q3 | $970K | Buy |
29,070
+1,920
| +7% | +$64.1K | 0.26% | 92 |
|
|
2014
Q2 | $851K | Buy |
27,150
+780
| +3% | +$24.4K | 0.24% | 109 |
|
|
2014
Q1 | $895K | Sell |
26,370
-3,310
| -11% | -$112K | 0.28% | 99 |
|
|
2013
Q4 | $909K | Buy |
29,680
+135
| +0.5% | +$4.14K | 0.32% | 75 |
|
|
2013
Q3 | $773K | Buy |
29,545
+1,400
| +5% | +$36.6K | 0.31% | 90 |
|
|
2013
Q2 | $684K | Buy |
+28,145
| New | +$684K | 0.31% | 88 |
|