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 |
|