Madison Wealth Management’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,000
Closed -$299K 166
2022
Q3
$299K Hold
5,000
0.07% 130
2022
Q2
$209K Hold
5,000
0.05% 152
2022
Q1
$346K Buy
5,000
+1,000
+25% +$69.2K 0.07% 128
2021
Q4
$367K Sell
4,000
-1,000
-20% -$91.8K 0.07% 127
2021
Q3
$352K Hold
5,000
0.08% 125
2021
Q2
$387K Sell
5,000
-140
-3% -$10.8K 0.09% 117
2021
Q1
$335K Buy
5,140
+140
+3% +$9.13K 0.08% 122
2020
Q4
$401K Hold
5,000
0.11% 107
2020
Q3
$259K Buy
+5,000
New +$259K 0.08% 121