KIA
AMTD
KCM Investment Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-46,910
| Closed | -$1.63M | – | 531 |
|
|
2015
Q4 | $1.63M | Sell |
46,910
-902
| -2% | -$31.3K | 0.13% | 185 |
|
|
2015
Q3 | $1.52M | Sell |
47,812
-453
| -0.9% | -$14.4K | 0.13% | 193 |
|
|
2015
Q2 | $1.78M | Buy |
48,265
+877
| +2% | +$32.3K | 0.14% | 188 |
|
|
2015
Q1 | $1.77M | Buy |
47,388
+285
| +0.6% | +$10.6K | 0.14% | 183 |
|
|
2014
Q4 | $1.69M | Buy |
47,103
+463
| +1% | +$16.6K | 0.14% | 183 |
|
|
2014
Q3 | $1.56M | Sell |
46,640
-55
| -0.1% | -$1.84K | 0.14% | 185 |
|
|
2014
Q2 | $1.46M | Buy |
46,695
+2,862
| +7% | +$89.7K | 0.14% | 186 |
|
|
2014
Q1 | $1.49M | Sell |
43,833
-1,044
| -2% | -$35.4K | 0.15% | 174 |
|
|
2013
Q4 | $1.38M | Buy |
44,877
+9,041
| +25% | +$277K | 0.15% | 174 |
|
|
2013
Q3 | $938K | Buy |
35,836
+6,281
| +21% | +$164K | 0.11% | 211 |
|
|
2013
Q2 | $718K | Buy |
+29,555
| New | +$718K | 0.09% | 232 |
|