Lake Street Private Wealth’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,105
| Closed | -$450K | – | 269 |
|
|
2024
Q3 | $450K | Sell |
4,105
-26,255
| -86% | -$2.88M | 0.07% | 170 |
|
|
2024
Q2 | $2.97M | Buy |
30,360
+2,832
| +10% | +$277K | 0.38% | 70 |
|
|
2024
Q1 | $2.41M | Hold |
27,528
| – | – | 0.33% | 80 |
|
|
2023
Q4 | $1.98M | Buy |
27,528
+14,000
| +103% | +$1.01M | 0.31% | 85 |
|
|
2023
Q3 | $1.05M | Sell |
13,528
-12
| -0.1% | -$932 | 0.19% | 119 |
|
|
2023
Q2 | $1.05M | Sell |
13,540
-45
| -0.3% | -$3.48K | 0.18% | 126 |
|
|
2023
Q1 | $827K | Sell |
13,585
-90
| -0.7% | -$5.48K | 0.15% | 144 |
|
|
2022
Q4 | $613K | Buy |
13,675
+120
| +0.9% | +$5.38K | 0.13% | 160 |
|
|
2022
Q3 | $810K | Sell |
13,555
-160
| -1% | -$9.56K | 0.19% | 128 |
|
|
2022
Q2 | $575K | Buy |
+13,715
| New | +$575K | 0.12% | 152 |
|
|
2021
Q4 | – | Sell |
-1,290
| Closed | -$91K | – | 334 |
|
|
2021
Q3 | $91K | Buy |
+1,290
| New | +$91K | 0.02% | 220 |
|