Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,074
| Closed | -$269K | – | 587 |
|
|
2024
Q1 | $269K | Buy |
+3,074
| New | +$269K | ﹤0.01% | 499 |
|
|
2023
Q4 | – | Sell |
-3,195
| Closed | -$250K | – | 555 |
|
|
2023
Q3 | $250K | Sell |
3,195
-2,408
| -43% | -$188K | ﹤0.01% | 485 |
|
|
2023
Q2 | $433K | Buy |
5,603
+823
| +17% | +$63.6K | 0.01% | 403 |
|
|
2023
Q1 | $291K | Buy |
+4,780
| New | +$291K | 0.01% | 287 |
|
|
2022
Q1 | – | Sell |
-3,506
| Closed | -$321K | – | 579 |
|
|
2021
Q4 | $321K | Buy |
+3,506
| New | +$321K | 0.01% | 381 |
|
|
2021
Q3 | – | Sell |
-2,610
| Closed | -$202K | – | 281 |
|
|
2021
Q2 | $202K | Buy |
+2,610
| New | +$202K | 0.01% | 235 |
|
|
2021
Q1 | – | Sell |
-2,610
| Closed | -$209K | – | 250 |
|
|
2020
Q4 | $209K | Buy |
+2,610
| New | +$209K | 0.02% | 221 |
|