Perennial Investment Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,017
| Closed | -$355K | – | 448 |
|
|
2024
Q4 | $355K | Buy |
3,017
+30
| +1% | +$3.53K | 0.04% | 268 |
|
|
2024
Q3 | $328K | Hold |
2,987
| – | – | 0.04% | 272 |
|
|
2024
Q2 | $292K | Sell |
2,987
-50
| -2% | -$4.88K | 0.04% | 279 |
|
|
2024
Q1 | $265K | Buy |
+3,037
| New | +$265K | 0.04% | 274 |
|
|
2022
Q2 | – | Sell |
-2,998
| Closed | -$206K | – | 222 |
|
|
2022
Q1 | $206K | Sell |
2,998
-1,027
| -26% | -$70.6K | 0.07% | 203 |
|
|
2021
Q4 | $368K | Buy |
4,025
+55
| +1% | +$5.03K | 0.12% | 153 |
|
|
2021
Q3 | $279K | Buy |
3,970
+45
| +1% | +$3.16K | 0.1% | 170 |
|
|
2021
Q2 | $304K | Sell |
3,925
-4,115
| -51% | -$319K | 0.11% | 156 |
|
|
2021
Q1 | $524K | Sell |
8,040
-560
| -7% | -$36.5K | 0.21% | 99 |
|
|
2020
Q4 | $689K | Buy |
+8,600
| New | +$689K | 0.3% | 73 |
|