Omnia Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-51
| Closed | -$3K | – | 582 |
|
2019
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 429 |
|
2018
Q4 | $2K | Hold |
51
| – | – | ﹤0.01% | 468 |
|
2018
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 405 |
|
2018
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 384 |
|
2018
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 396 |
|
2017
Q4 | $3K | Sell |
51
-240
| -82% | -$14.1K | ﹤0.01% | 397 |
|
2017
Q3 | $14K | Hold |
291
| – | – | 0.01% | 242 |
|
2017
Q2 | $13K | Hold |
291
| – | – | 0.01% | 254 |
|
2017
Q1 | $11K | Hold |
291
| – | – | 0.01% | 274 |
|
2016
Q4 | $13K | Buy |
+291
| New | +$13K | 0.01% | 262 |
|