Kintegral Advisory’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 |
-7,320
| Closed | -$287K | – | 269 |
|
|
2020
Q3 | $287K | Sell |
7,320
-236
| -3% | -$9.25K | 0.04% | 252 |
|
|
2020
Q2 | $275K | Hold |
7,556
| – | – | 0.04% | 251 |
|
|
2020
Q1 | $262K | Buy |
7,556
+845
| +13% | +$29.3K | 0.05% | 244 |
|
|
2019
Q4 | $334K | Hold |
6,711
| – | – | 0.06% | 245 |
|
|
2019
Q3 | $313K | Hold |
6,711
| – | – | 0.06% | 251 |
|
|
2019
Q2 | $335K | Hold |
6,711
| – | – | 0.07% | 241 |
|
|
2019
Q1 | $335K | Buy |
6,711
+3,621
| +117% | +$181K | 0.07% | 241 |
|
|
2018
Q4 | $151K | Buy |
+3,090
| New | +$151K | 0.04% | 239 |
|