J.P. Morgan Private Wealth Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Sell |
13,947
-11,268
| -45% | -$881K | ﹤0.01% | 941 |
|
|
2023
Q2 | $1.95M | Sell |
25,215
-16,140
| -39% | -$1.25M | 0.01% | 568 |
|
|
2023
Q1 | $2.52M | Buy |
41,355
+11,570
| +39% | +$705K | 0.01% | 792 |
|
|
2022
Q4 | $1.34M | Sell |
29,785
-3,712
| -11% | -$166K | ﹤0.01% | 1018 |
|
|
2022
Q3 | $2M | Buy |
33,497
+2,598
| +8% | +$155K | 0.01% | 839 |
|
|
2022
Q2 | $1.29M | Buy |
30,899
+9,125
| +42% | +$382K | ﹤0.01% | 1010 |
|
|
2022
Q1 | $1.51M | Sell |
21,774
-1,606
| -7% | -$111K | ﹤0.01% | 1021 |
|
|
2021
Q4 | $2.14M | Buy |
23,380
+1,632
| +8% | +$150K | ﹤0.01% | 881 |
|
|
2021
Q3 | $1.53M | Buy |
21,748
+1,564
| +8% | +$110K | ﹤0.01% | 1011 |
|
|
2021
Q2 | $1.56M | Buy |
20,184
+6,024
| +43% | +$466K | ﹤0.01% | 988 |
|
|
2021
Q1 | $923K | Sell |
14,160
-212,490
| -94% | -$13.9M | ﹤0.01% | 1076 |
|
|
2020
Q4 | $18.2M | Buy |
226,650
+30,940
| +16% | +$2.48M | 0.06% | 274 |
|
|
2020
Q3 | $10.2M | Buy |
195,710
+164,600
| +529% | +$8.54M | 0.04% | 328 |
|
|
2020
Q2 | $1.27M | Sell |
31,110
-17,030
| -35% | -$692K | 0.01% | 727 |
|
|
2020
Q1 | $929K | Buy |
48,140
+3,210
| +7% | +$61.9K | 0.01% | 733 |
|
|
2019
Q4 | $1.17M | Buy |
44,930
+2,360
| +6% | +$61.3K | 0.01% | 746 |
|
|
2019
Q3 | $798K | Buy |
42,570
+9,210
| +28% | +$173K | ﹤0.01% | 837 |
|
|
2019
Q2 | $760K | Sell |
33,360
-840
| -2% | -$19.1K | ﹤0.01% | 842 |
|
|
2019
Q1 | $677K | Sell |
34,200
-5,690
| -14% | -$113K | ﹤0.01% | 914 |
|
|
2018
Q4 | $463K | Buy |
39,890
+1,140
| +3% | +$13.2K | ﹤0.01% | 997 |
|
|
2018
Q3 | $585K | Buy |
38,750
+1,750
| +5% | +$26.4K | ﹤0.01% | 1016 |
|
|
2018
Q2 | $347K | Buy |
+37,000
| New | +$347K | ﹤0.01% | 1148 |
|