Legacy Capital Wealth Partners’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 | $258K | Buy |
+3,580
| New | +$258K | 0.06% | 326 |
|
2025
Q1 | – | Sell |
-3,380
| Closed | -$397K | – | 374 |
|
2024
Q4 | $397K | Hold |
3,380
| – | – | 0.1% | 220 |
|
2024
Q3 | $371K | Hold |
3,380
| – | – | 0.07% | 247 |
|
2024
Q2 | $330K | Buy |
+3,380
| New | +$330K | 0.08% | 226 |
|
2024
Q1 | – | Sell |
-3,380
| Closed | -$243K | – | 327 |
|
2023
Q4 | $243K | Hold |
3,380
| – | – | 0.07% | 248 |
|
2023
Q3 | $264K | Buy |
+3,380
| New | +$264K | 0.07% | 228 |
|
2023
Q2 | – | Sell |
-3,380
| Closed | -$206K | – | 225 |
|
2023
Q1 | $206K | Buy |
+3,380
| New | +$206K | 0.06% | 236 |
|