Personal Capital Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33,017
| Closed | -$1.64M | – | 413 |
|
|
2019
Q4 | $1.64M | Sell |
33,017
-765,137
| -96% | -$33.2M | 0.01% | 216 |
|
|
2019
Q3 | $37.3M | Buy |
798,154
+61,511
| +8% | +$2.95M | 0.36% | 71 |
|
|
2019
Q2 | $36.8M | Buy |
736,643
+56,759
| +8% | +$2.94M | 0.37% | 70 |
|
|
2019
Q1 | $34M | Buy |
679,884
+50,990
| +8% | +$2.76M | 0.38% | 70 |
|
|
2018
Q4 | $30.8M | Buy |
628,894
+9,148
| +1% | +$466K | 0.41% | 56 |
|
|
2018
Q3 | $32.7M | Buy |
619,746
+32,677
| +6% | +$1.86M | 0.42% | 65 |
|
|
2018
Q2 | $32.2M | Buy |
587,069
+28,629
| +5% | +$1.71M | 0.45% | 52 |
|
|
2018
Q1 | $33.1M | Sell |
558,440
-265,747
| -32% | -$15.1M | 0.52% | 40 |
|
|
2017
Q4 | $42.1M | Buy |
824,187
+17,372
| +2% | +$868K | 0.72% | 25 |
|
|
2017
Q3 | $39.4M | Buy |
806,815
+5,783
| +0.7% | +$259K | 0.77% | 21 |
|
|
2017
Q2 | $34.4M | Buy |
801,032
+35,183
| +5% | +$1.37M | 0.75% | 22 |
|
|
2017
Q1 | $29.3M | Buy |
765,849
+52,971
| +7% | +$2.26M | 0.74% | 29 |
|
|
2016
Q4 | $31.1M | Buy |
712,878
+49,229
| +7% | +$1.91M | 0.93% | 16 |
|
|
2016
Q3 | $22.9M | Buy |
663,649
+94,898
| +17% | +$2.96M | 0.77% | 22 |
|
|
2016
Q2 | $16.2M | Buy |
568,751
+79,419
| +16% | +$2.42M | 0.62% | 56 |
|
|
2016
Q1 | $15.4M | Buy |
489,332
+79,796
| +19% | +$2.35M | 0.71% | 46 |
|
|
2015
Q4 | $14.2M | Buy |
409,536
+40,999
| +11% | +$1.42M | 0.78% | 33 |
|
|
2015
Q3 | $11.7M | Buy |
368,537
+41,451
| +13% | +$1.45M | 0.77% | 41 |
|
|
2015
Q2 | $12.1M | Buy |
327,086
+38,494
| +13% | +$1.43M | 0.84% | 23 |
|
|
2015
Q1 | $10.8M | Buy |
288,592
+44,999
| +18% | +$1.6M | 0.87% | 24 |
|
|
2014
Q4 | $8.72M | Buy |
243,593
+41,583
| +21% | +$1.41M | 0.89% | 20 |
|
|
2014
Q3 | $6.74M | Buy |
202,010
+38,364
| +23% | +$1.24M | 0.87% | 21 |
|
|
2014
Q2 | $5.13M | Buy |
163,646
+38,625
| +31% | +$1.2M | 0.85% | 34 |
|
|
2014
Q1 | $4.24M | Buy |
125,021
+27,256
| +28% | +$891K | 0.96% | 16 |
|
|
2013
Q4 | $3M | Buy |
+97,765
| New | +$2.78M | 0.95% | 23 |
|
Other funds holding AMTD
