Mercer Global Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-36,573
| Closed | -$1.43M | – | 1414 |
|
2020
Q3 | $1.43M | Sell |
36,573
-142
| -0.4% | -$5.56K | 0.02% | 465 |
|
2020
Q2 | $1.34M | Buy |
36,715
+130
| +0.4% | +$4.73K | 0.02% | 420 |
|
2020
Q1 | $1.27M | Buy |
36,585
+72
| +0.2% | +$2.5K | 0.03% | 412 |
|
2019
Q4 | $1.82M | Buy |
36,513
+69
| +0.2% | +$3.43K | 0.04% | 367 |
|
2019
Q3 | $1.7M | Sell |
36,444
-15
| -0% | -$700 | 0.04% | 335 |
|
2019
Q2 | $1.82M | Buy |
36,459
+998
| +3% | +$49.8K | 0.05% | 307 |
|
2019
Q1 | $1.77M | Buy |
+35,461
| New | +$1.77M | 0.06% | 264 |
|