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