Laidlaw Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,890
| Closed | -$301K | – | 282 |
|
2021
Q2 | $301K | Buy |
3,890
+310
| +9% | +$24K | 0.08% | 195 |
|
2021
Q1 | $233K | Sell |
3,580
-1,120
| -24% | -$72.9K | 0.08% | 191 |
|
2020
Q4 | $376K | Buy |
4,700
+250
| +6% | +$20K | 0.08% | 232 |
|
2020
Q3 | $231K | Sell |
4,450
-1,000
| -18% | -$51.9K | 0.1% | 181 |
|
2020
Q2 | $222K | Buy |
+5,450
| New | +$222K | 0.12% | 161 |
|