JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-340
| Closed | -$13K | – | 641 |
|
|
2020
Q3 | $13K | Hold |
340
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $12K | Hold |
340
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $12K | Hold |
340
| – | – | ﹤0.01% | 366 |
|
|
2019
Q4 | $17K | Buy |
340
+300
| +750% | +$15K | ﹤0.01% | 375 |
|
|
2019
Q3 | $2K | Sell |
40
-100
| -71% | -$5K | ﹤0.01% | 564 |
|
|
2019
Q2 | $7K | Buy |
140
+100
| +250% | +$5K | ﹤0.01% | 487 |
|
|
2019
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 521 |
|
|
2018
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 494 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$1K | – | 753 |
|
|
2018
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 522 |
|
|
2016
Q4 | – | Sell |
-83
| Closed | -$3K | – | 1523 |
|
|
2016
Q3 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 1385 |
|