Perpetual Ltd’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
Q3 | $4.88M | Buy |
124,750
+9,264
| +8% | +$363K | 0.35% | 108 |
|
|
2020
Q2 | $4.2M | Buy |
115,486
+12,853
| +13% | +$468K | 0.39% | 74 |
|
|
2020
Q1 | $3.56M | Buy |
+102,633
| New | +$3.56M | 0.5% | 76 |
|
|
2017
Q3 | – | Sell |
-59,993
| Closed | -$2.58M | – | 250 |
|
|
2017
Q2 | $2.58M | Hold |
59,993
| – | – | 0.2% | 130 |
|
|
2017
Q1 | $2.26M | Hold |
59,993
| – | – | 0.22% | 89 |
|
|
2016
Q4 | $2.62M | Buy |
59,993
+5,676
| +10% | +$248K | 0.4% | 54 |
|
|
2016
Q3 | $1.91M | Buy |
+54,317
| New | +$1.91M | 0.16% | 137 |
|