Northwest & Ethical Investments’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 |
-13,779
| Closed | -$539K | – | 422 |
|
2020
Q3 | $539K | Buy |
13,779
+1,006
| +8% | +$39.4K | 0.02% | 345 |
|
2020
Q2 | $465K | Buy |
12,773
+2,120
| +20% | +$77.1K | 0.02% | 343 |
|
2020
Q1 | $369K | Buy |
10,653
+229
| +2% | +$7.94K | 0.02% | 345 |
|
2019
Q4 | $518K | Sell |
10,424
-4,398
| -30% | -$219K | 0.02% | 349 |
|
2019
Q3 | $692K | Buy |
14,822
+317
| +2% | +$14.8K | 0.03% | 329 |
|
2019
Q2 | $724K | Buy |
14,505
+5,960
| +70% | +$298K | 0.04% | 334 |
|
2019
Q1 | $427K | Buy |
8,545
+2,289
| +37% | +$114K | 0.02% | 348 |
|
2018
Q4 | $306K | Buy |
+6,256
| New | +$306K | 0.02% | 354 |
|