PFWA
Paces Ferry Wealth Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
19,860
+5
| +0% | +$360 | 0.66% | 34 |
|
|
2025
Q1 | $1.09M | Sell |
19,855
-84
| -0.4% | -$4.6K | 0.54% | 36 |
|
|
2024
Q4 | $2.34M | Sell |
19,939
-29
| -0.1% | -$3.41K | 1.14% | 21 |
|
|
2024
Q3 | $2.19M | Buy |
19,968
+2
| +0% | +$219 | 1.26% | 20 |
|
|
2024
Q2 | $1.95M | Buy |
19,966
+53
| +0.3% | +$5.18K | 1.18% | 22 |
|
|
2024
Q1 | $1.74M | Sell |
19,913
-70
| -0.4% | -$6.12K | 1.11% | 25 |
|
|
2023
Q4 | $1.44M | Hold |
19,983
| – | – | 1% | 28 |
|
|
2023
Q3 | $1.56M | Buy |
19,983
+19
| +0.1% | +$1.49K | 1.24% | 25 |
|
|
2023
Q2 | $1.54M | Sell |
19,964
-458
| -2% | -$35.4K | 1.16% | 24 |
|
|
2023
Q1 | $1.24M | Buy |
20,422
+19
| +0.1% | +$1.16K | 1% | 31 |
|
|
2022
Q4 | $915K | Sell |
20,403
-257
| -1% | -$11.5K | 0.89% | 31 |
|
|
2022
Q3 | $1.23M | Sell |
20,660
-10,027
| -33% | -$599K | 1.35% | 23 |
|
|
2022
Q2 | $1.29M | Sell |
30,687
-23
| -0.1% | -$963 | 1.26% | 25 |
|
|
2022
Q1 | $2.13M | Sell |
30,710
-20
| -0.1% | -$1.39K | 1.69% | 16 |
|
|
2021
Q4 | $2.82M | Sell |
30,730
-35
| -0.1% | -$3.21K | 2.02% | 12 |
|
|
2021
Q3 | $2.16M | Sell |
30,765
-25
| -0.1% | -$1.76K | 1.73% | 16 |
|
|
2021
Q2 | $2.38M | Buy |
30,790
+27,708
| +899% | +$2.14M | 1.82% | 14 |
|
|
2021
Q1 | $2.01M | Sell |
3,082
-77
| -2% | -$50.2K | 1.75% | 13 |
|
|
2020
Q4 | $2.53M | Sell |
3,159
-13
| -0.4% | -$10.4K | 2.31% | 10 |
|
|
2020
Q3 | $1.65M | Buy |
+3,172
| New | +$1.65M | 1.43% | 18 |
|