Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,670
| Closed | -$219K | – | 150 |
|
|
2022
Q3 | $219K | Buy |
+3,670
| New | +$219K | 0.1% | 128 |
|
|
2022
Q2 | – | Sell |
-3,664
| Closed | -$254K | – | 155 |
|
|
2022
Q1 | $254K | Buy |
3,664
+4
| +0.1% | +$277 | 0.12% | 114 |
|
|
2021
Q4 | $335K | Sell |
3,660
-240
| -6% | -$22K | 0.16% | 101 |
|
|
2021
Q3 | $274K | Hold |
3,900
| – | – | 0.14% | 99 |
|
|
2021
Q2 | $302K | Sell |
3,900
-8,080
| -67% | -$626K | 0.16% | 99 |
|
|
2021
Q1 | $781K | Sell |
11,980
-110
| -0.9% | -$7.17K | 0.49% | 54 |
|
|
2020
Q4 | $968K | Hold |
12,090
| – | – | 0.67% | 42 |
|
|
2020
Q3 | $627K | Sell |
12,090
-50
| -0.4% | -$2.59K | 0.52% | 51 |
|
|
2020
Q2 | $493K | Buy |
12,140
+40
| +0.3% | +$1.62K | 0.43% | 59 |
|
|
2020
Q1 | $234K | Buy |
+12,100
| New | +$234K | 0.24% | 76 |
|