Jamison Private Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-796
| Closed | -$87.3K | – | 447 |
|
|
2024
Q3 | $87.3K | Hold |
796
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $77.7K | Hold |
796
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $69.6K | Sell |
796
-99
| -11% | -$8.66K | 0.01% | 240 |
|
|
2023
Q4 | $64.4K | Hold |
895
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $69.9K | Buy |
+895
| New | +$69.9K | 0.01% | 212 |
|