Kestra Private Wealth Services’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 | $213K | Sell |
2,954
-1,832
| -38% | -$132K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $262K | Sell |
4,786
-7,477
| -61% | -$409K | ﹤0.01% | 1259 |
|
|
2024
Q4 | $1.44M | Buy |
12,263
+1,613
| +15% | +$190K | 0.02% | 525 |
|
|
2024
Q3 | $1.17M | Buy |
10,650
+426
| +4% | +$46.7K | 0.02% | 563 |
|
|
2024
Q2 | $999K | Buy |
10,224
+7,252
| +244% | +$708K | 0.02% | 571 |
|
|
2024
Q1 | $260K | Sell |
2,972
-121
| -4% | -$10.6K | 0.01% | 1072 |
|
|
2023
Q4 | $223K | Buy |
3,093
+242
| +8% | +$17.4K | 0.01% | 1065 |
|
|
2023
Q3 | $223K | Buy |
+2,851
| New | +$223K | 0.01% | 988 |
|
|
2022
Q2 | – | Sell |
-3,827
| Closed | -$265K | – | 1013 |
|
|
2022
Q1 | $265K | Buy |
3,827
+220
| +6% | +$15.2K | 0.01% | 785 |
|
|
2021
Q4 | $331K | Buy |
3,607
+76
| +2% | +$6.97K | 0.02% | 734 |
|
|
2021
Q3 | $248K | Buy |
+3,531
| New | +$248K | 0.01% | 779 |
|