Level Financial Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-450
| Closed | -$32.4K | – | 245 |
|
|
2023
Q4 | $32.4K | Buy |
450
+150
| +50% | +$10.8K | 0.02% | 137 |
|
|
2023
Q3 | $23.4K | Hold |
300
| – | – | 0.01% | 144 |
|
|
2023
Q2 | $23.2K | Hold |
300
| – | – | 0.01% | 141 |
|
|
2023
Q1 | $18.3K | Buy |
+300
| New | +$18.3K | 0.01% | 141 |
|
|
2022
Q4 | – | Sell |
-1,350
| Closed | -$81K | – | 297 |
|
|
2022
Q3 | $81K | Sell |
1,350
-400
| -23% | -$24K | 0.06% | 78 |
|
|
2022
Q2 | $73K | Hold |
1,750
| – | – | 0.05% | 83 |
|
|
2022
Q1 | $121K | Sell |
1,750
-700
| -29% | -$48.4K | 0.09% | 58 |
|
|
2021
Q4 | $225K | Buy |
+2,450
| New | +$225K | 0.17% | 41 |
|