Meristem Family Wealth’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-12,590
Closed -$885K 433
2021
Q3
$885K Buy
12,590
+3,410
+37% +$240K 0.09% 154
2021
Q2
$710K Buy
9,180
+180
+2% +$13.9K 0.11% 128
2021
Q1
$586K Hold
9,000
0.12% 117
2020
Q4
$721K Buy
+9,000
New +$721K 0.15% 86