Optimum Investment Advisors’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 |
-500
| Closed | -$20K | – | 964 |
|
|
2020
Q3 | $20K | Hold |
500
| – | – | 0.01% | 611 |
|
|
2020
Q2 | $18K | Hold |
500
| – | – | 0.01% | 622 |
|
|
2020
Q1 | $17K | Sell |
500
-1,054
| -68% | -$35.8K | 0.01% | 613 |
|
|
2019
Q4 | $77K | Hold |
1,554
| – | – | 0.02% | 435 |
|
|
2019
Q3 | $73K | Hold |
1,554
| – | – | 0.02% | 439 |
|
|
2019
Q2 | $78K | Hold |
1,554
| – | – | 0.03% | 423 |
|
|
2019
Q1 | $78K | Hold |
1,554
| – | – | 0.03% | 428 |
|
|
2018
Q4 | $76K | Hold |
1,554
| – | – | 0.03% | 396 |
|
|
2018
Q3 | $82K | Hold |
1,554
| – | – | 0.02% | 434 |
|
|
2018
Q2 | $85K | Hold |
1,554
| – | – | 0.02% | 428 |
|
|
2018
Q1 | $92K | Buy |
+1,554
| New | +$92K | 0.03% | 421 |
|
|
2016
Q1 | – | Sell |
-9,079
| Closed | -$315K | – | 287 |
|
|
2015
Q4 | $315K | Buy |
9,079
+54
| +0.6% | +$1.87K | 0.12% | 205 |
|
|
2015
Q3 | $287K | Buy |
+9,025
| New | +$287K | 0.12% | 207 |
|
|
2015
Q1 | $296K | Hold |
7,950
| – | – | 0.09% | 220 |
|
|
2014
Q4 | $284K | Sell |
7,950
-900
| -10% | -$32.2K | 0.09% | 213 |
|
|
2014
Q3 | $295K | Sell |
8,850
-950
| -10% | -$31.7K | 0.1% | 198 |
|
|
2014
Q2 | $307K | Sell |
9,800
-480
| -5% | -$15K | 0.1% | 200 |
|
|
2014
Q1 | $349K | Sell |
10,280
-3,850
| -27% | -$131K | 0.13% | 168 |
|
|
2013
Q4 | $433K | Hold |
14,130
| – | – | 0.16% | 146 |
|
|
2013
Q3 | $370K | Buy |
+14,130
| New | +$370K | 0.15% | 150 |
|