Kingswood 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 | $430K | Buy |
5,975
+123
| +2% | +$8.86K | 0.03% | 457 |
|
|
2025
Q1 | $320K | Sell |
5,852
-587
| -9% | -$32.1K | 0.03% | 522 |
|
|
2024
Q4 | $757K | Buy |
+6,439
| New | +$757K | 0.06% | 333 |
|
|
2024
Q3 | – | Sell |
-2,946
| Closed | -$288K | – | 750 |
|
|
2024
Q2 | $288K | Buy |
+2,946
| New | +$288K | 0.03% | 537 |
|
|
2024
Q1 | – | Sell |
-2,989
| Closed | -$215K | – | 695 |
|
|
2023
Q4 | $215K | Buy |
+2,989
| New | +$215K | 0.02% | 564 |
|