JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6K | Sell |
481
-105
| -18% | -$7.56K | ﹤0.01% | 544 |
|
|
2025
Q1 | $32.1K | Buy |
586
+9
| +2% | +$492 | ﹤0.01% | 555 |
|
|
2024
Q4 | $67.8K | Buy |
577
+203
| +54% | +$23.9K | ﹤0.01% | 408 |
|
|
2024
Q3 | $41K | Buy |
374
+247
| +194% | +$27.1K | ﹤0.01% | 503 |
|
|
2024
Q2 | $12.4K | Hold |
127
| – | – | ﹤0.01% | 729 |
|
|
2024
Q1 | $11.1K | Hold |
127
| – | – | ﹤0.01% | 784 |
|
|
2023
Q4 | $9.14K | Sell |
127
-1
| -0.8% | -$72 | ﹤0.01% | 801 |
|
|
2023
Q3 | $10K | Buy |
128
+4
| +3% | +$313 | ﹤0.01% | 730 |
|
|
2023
Q2 | $9.58K | Buy |
124
+1
| +0.8% | +$77 | ﹤0.01% | 744 |
|
|
2023
Q1 | $7.49K | Buy |
123
+14
| +13% | +$853 | ﹤0.01% | 824 |
|
|
2022
Q4 | $4.89K | Sell |
109
-414
| -79% | -$18.6K | ﹤0.01% | 1000 |
|
|
2022
Q3 | $31K | Buy |
523
+48
| +10% | +$2.85K | ﹤0.01% | 472 |
|
|
2022
Q2 | $20K | Sell |
475
-18
| -4% | -$758 | ﹤0.01% | 590 |
|
|
2022
Q1 | $34K | Buy |
493
+27
| +6% | +$1.86K | ﹤0.01% | 500 |
|
|
2021
Q4 | $43K | Buy |
466
+16
| +4% | +$1.48K | ﹤0.01% | 447 |
|
|
2021
Q3 | $32K | Buy |
450
+380
| +543% | +$27K | ﹤0.01% | 477 |
|
|
2021
Q2 | $5K | Sell |
70
-100
| -59% | -$7.14K | ﹤0.01% | 499 |
|
|
2021
Q1 | $11K | Buy |
170
+100
| +143% | +$6.47K | ﹤0.01% | 409 |
|
|
2020
Q4 | $6K | Sell |
70
-30
| -30% | -$2.57K | ﹤0.01% | 456 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $4K | Buy |
100
+30
| +43% | +$1.2K | ﹤0.01% | 450 |
|
|
2020
Q1 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 490 |
|