National Wealth Management Group’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,544	Closed	-$737K	–	171
2024 Q2	$737K	Buy	7,544 +2,287	+44%	+$223K	0.56%	44
2024 Q1	$460K	Buy	+5,257	New	+$460K	0.36%	75
2023 Q3	–	Sell	-6,179	Closed	-$527K	–	154
2023 Q2	$527K	Buy	+6,179	New	+$527K	0.55%	56