Next Financial Group’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 |
-190
| Closed | -$7K | – | 2471 |
|
|
2020
Q3 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 1763 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$2K | – | 2133 |
|
|
2020
Q1 | $2K | Sell |
60
-5
| -8% | -$167 | ﹤0.01% | 1972 |
|
|
2019
Q4 | $3K | Sell |
65
-5
| -7% | -$231 | ﹤0.01% | 2128 |
|
|
2019
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 2073 |
|
|
2019
Q2 | $3K | Sell |
70
-4,510
| -98% | -$193K | ﹤0.01% | 2072 |
|
|
2019
Q1 | $229K | Buy |
4,580
+4,495
| +5,288% | +$225K | 0.06% | 323 |
|
|
2018
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 1641 |
|
|
2017
Q1 | – | Sell |
-139
| Closed | -$6K | – | 2409 |
|
|
2016
Q4 | $6K | Hold |
139
| – | – | ﹤0.01% | 1886 |
|
|
2016
Q3 | $5K | Buy |
+139
| New | +$5K | ﹤0.01% | 1955 |
|
|
2014
Q4 | – | Sell |
-64
| Closed | -$2K | – | 2465 |
|
|
2014
Q3 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 2357 |
|