Marcum Wealth’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,542
| Closed | -$691K | – | 406 |
|
|
2021
Q4 | $691K | Sell |
7,542
-48
| -0.6% | -$4.4K | 0.1% | 136 |
|
|
2021
Q3 | $534K | Buy |
7,590
+2
| +0% | +$141 | 0.08% | 147 |
|
|
2021
Q2 | $587K | Buy |
7,588
+128
| +2% | +$9.9K | 0.1% | 131 |
|
|
2021
Q1 | $486K | Buy |
7,460
+460
| +7% | +$30K | 0.08% | 151 |
|
|
2020
Q4 | $561K | Buy |
+7,000
| New | +$561K | 0.13% | 57 |
|