M Holdings Securities’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-8,888
| Closed | -$541K | – | 411 |
|
2023
Q1 | $541K | Buy |
8,888
+817
| +10% | +$49.7K | 0.06% | 178 |
|
2022
Q4 | $362K | Sell |
8,071
-1,087
| -12% | -$48.8K | 0.04% | 312 |
|
2022
Q3 | $547K | Buy |
9,158
+717
| +8% | +$42.8K | 0.06% | 226 |
|
2022
Q2 | $354K | Sell |
8,441
-2,689
| -24% | -$113K | 0.04% | 304 |
|
2022
Q1 | $771K | Buy |
+11,130
| New | +$771K | 0.06% | 221 |
|