JT Stratford LLC’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
Q1 | – | Sell |
-5,260
| Closed | -$261K | – | 157 |
|
|
2019
Q4 | $261K | Buy |
5,260
+297
| +6% | +$14.7K | 0.12% | 121 |
|
|
2019
Q3 | $232K | Sell |
4,963
-2,768
| -36% | -$129K | 0.13% | 131 |
|
|
2019
Q2 | $386K | Sell |
7,731
-5,972
| -44% | -$298K | 0.21% | 94 |
|
|
2019
Q1 | $685K | Sell |
13,703
-30,191
| -69% | -$1.51M | 0.39% | 64 |
|
|
2018
Q4 | $2.15M | Sell |
43,894
-426
| -1% | -$20.9K | 1.43% | 21 |
|
|
2018
Q3 | $2.34M | Buy |
44,320
+329
| +0.7% | +$17.4K | 1.34% | 26 |
|
|
2018
Q2 | $2.41M | Sell |
43,991
-5,125
| -10% | -$281K | 1.48% | 24 |
|
|
2018
Q1 | $2.91M | Sell |
49,116
-1,173
| -2% | -$69.5K | 1.82% | 16 |
|
|
2017
Q4 | $2.57M | Sell |
50,289
-4,092
| -8% | -$209K | 1.68% | 18 |
|
|
2017
Q3 | $2.65M | Buy |
54,381
+178
| +0.3% | +$8.69K | 1.72% | 18 |
|
|
2017
Q2 | $2.33M | Buy |
54,203
+3,025
| +6% | +$130K | 1.64% | 22 |
|
|
2017
Q1 | $1.99M | Buy |
+51,178
| New | +$1.99M | 1.48% | 23 |
|