IAM
AMTD
Integre Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-66,244
| Closed | -$3.24M | – | 116 |
|
|
2018
Q4 | $3.24M | Sell |
66,244
-6,499
| -9% | -$318K | 2.3% | 13 |
|
|
2018
Q3 | $3.84M | Sell |
72,743
-483
| -0.7% | -$25.5K | 2.22% | 15 |
|
|
2018
Q2 | $4.01M | Sell |
73,226
-240
| -0.3% | -$13.1K | 2.56% | 11 |
|
|
2018
Q1 | $4.35M | Sell |
73,466
-2,698
| -4% | -$160K | 2.85% | 9 |
|
|
2017
Q4 | $3.89M | Buy |
76,164
+1,718
| +2% | +$87.8K | 2.31% | 10 |
|
|
2017
Q3 | $3.63M | Sell |
74,446
-13,510
| -15% | -$659K | 2.43% | 9 |
|
|
2017
Q2 | $3.78M | Buy |
87,956
+25,976
| +42% | +$1.12M | 2.29% | 16 |
|
|
2017
Q1 | $2.41M | Buy |
+61,980
| New | +$2.41M | 1.41% | 27 |
|