Parallel Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,190
| Closed | -$47K | – | 2813 |
|
|
2020
Q3 | $47K | Sell |
1,190
-262
| -18% | -$10.3K | ﹤0.01% | 1074 |
|
|
2020
Q2 | $52K | Sell |
1,452
-19
| -1% | -$680 | ﹤0.01% | 1031 |
|
|
2020
Q1 | $50K | Buy |
1,471
+872
| +146% | +$29.6K | ﹤0.01% | 941 |
|
|
2019
Q4 | $30K | Buy |
599
+84
| +16% | +$4.21K | ﹤0.01% | 1230 |
|
|
2019
Q3 | $24K | Buy |
515
+77
| +18% | +$3.59K | ﹤0.01% | 1281 |
|
|
2019
Q2 | $22K | Sell |
438
-161
| -27% | -$8.09K | ﹤0.01% | 1238 |
|
|
2019
Q1 | $30K | Sell |
599
-225
| -27% | -$11.3K | ﹤0.01% | 1059 |
|
|
2018
Q4 | $40K | Buy |
824
+225
| +38% | +$10.9K | 0.01% | 837 |
|
|
2018
Q3 | $32K | Hold |
599
| – | – | ﹤0.01% | 972 |
|
|
2018
Q2 | $32K | Sell |
599
-40
| -6% | -$2.14K | ﹤0.01% | 888 |
|
|
2018
Q1 | $38K | Hold |
639
| – | – | 0.01% | 798 |
|
|
2017
Q4 | $33K | Hold |
639
| – | – | 0.01% | 845 |
|
|
2017
Q3 | $32K | Hold |
639
| – | – | 0.01% | 830 |
|
|
2017
Q2 | $29K | Sell |
639
-35
| -5% | -$1.59K | 0.01% | 875 |
|
|
2017
Q1 | $27K | Buy |
674
+35
| +5% | +$1.4K | 0.01% | 858 |
|
|
2016
Q4 | $28K | Buy |
+639
| New | +$28K | 0.01% | 757 |
|