Mount Yale Investment Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
8,263
-1,889
| -19% | -$136K | 0.05% | 306 |
|
|
2025
Q1 | $556K | Buy |
10,152
+4,272
| +73% | +$234K | 0.05% | 308 |
|
|
2024
Q4 | $691K | Sell |
5,880
-1,106
| -16% | -$130K | 0.06% | 278 |
|
|
2024
Q3 | $766K | Sell |
6,986
-1,106
| -14% | -$121K | 0.07% | 249 |
|
|
2024
Q2 | $790K | Sell |
8,092
-374
| -4% | -$36.5K | 0.06% | 250 |
|
|
2024
Q1 | $740K | Buy |
8,466
+1,009
| +14% | +$88.2K | 0.06% | 287 |
|
|
2023
Q4 | $537K | Sell |
7,457
-4,054
| -35% | -$292K | 0.05% | 308 |
|
|
2023
Q3 | $900K | Sell |
11,511
-2,204
| -16% | -$172K | 0.1% | 200 |
|
|
2023
Q2 | $1.06M | Buy |
13,715
+2,357
| +21% | +$182K | 0.11% | 184 |
|
|
2023
Q1 | $692K | Buy |
11,358
+4,982
| +78% | +$303K | 0.08% | 252 |
|
|
2022
Q4 | $286K | Sell |
6,376
-1,999
| -24% | -$89.6K | 0.03% | 360 |
|
|
2022
Q3 | $500K | Buy |
8,375
+2,311
| +38% | +$138K | 0.07% | 268 |
|
|
2022
Q2 | $254K | Buy |
+6,064
| New | +$254K | 0.03% | 393 |
|
|
2022
Q1 | – | Sell |
-2,320
| Closed | -$213K | – | 493 |
|
|
2021
Q4 | $213K | Buy |
+2,320
| New | +$213K | 0.02% | 434 |
|
|
2021
Q3 | – | Sell |
-2,671
| Closed | -$207K | – | 487 |
|
|
2021
Q2 | $207K | Sell |
2,671
-399
| -13% | -$30.9K | 0.03% | 406 |
|
|
2021
Q1 | $200K | Buy |
3,070
+330
| +12% | +$21.5K | 0.03% | 397 |
|
|
2020
Q4 | $219K | Buy |
+2,740
| New | +$219K | 0.03% | 363 |
|
|
2018
Q4 | – | Sell |
-8,000
| Closed | -$106K | – | 753 |
|
|
2018
Q3 | $106K | Sell |
8,000
-8,550
| -52% | -$113K | 0.02% | 425 |
|
|
2018
Q2 | $155K | Buy |
16,550
+11,620
| +236% | +$109K | 0.03% | 340 |
|
|
2018
Q1 | $24K | Buy |
+4,930
| New | +$24K | 0.01% | 737 |
|