LPL Financial’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 |
-11,137
| Closed | -$436K | – | 3901 |
|
|
2020
Q3 | $436K | Buy |
11,137
+3,903
| +54% | +$153K | ﹤0.01% | 2574 |
|
|
2020
Q2 | $263K | Buy |
+7,234
| New | +$263K | ﹤0.01% | 2909 |
|
|
2019
Q4 | – | Sell |
-5,030
| Closed | -$235K | – | 3441 |
|
|
2019
Q3 | $235K | Buy |
+5,030
| New | +$235K | ﹤0.01% | 2868 |
|
|
2014
Q3 | – | Sell |
-19,688
| Closed | -$617K | – | 2807 |
|
|
2014
Q2 | $617K | Buy |
19,688
+1,244
| +7% | +$39K | ﹤0.01% | 1656 |
|
|
2014
Q1 | $626K | Buy |
+18,444
| New | +$626K | ﹤0.01% | 1573 |
|