Personal CFO Solutions’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 |
-1,818
| Closed | -$214K | – | 492 |
|
2024
Q4 | $214K | Sell |
1,818
-73
| -4% | -$8.58K | 0.04% | 430 |
|
2024
Q3 | $207K | Buy |
+1,891
| New | +$207K | 0.03% | 530 |
|
2023
Q4 | – | Sell |
-2,975
| Closed | -$232K | – | 547 |
|
2023
Q3 | $232K | Buy |
2,975
+14
| +0.5% | +$1.09K | 0.05% | 391 |
|
2023
Q2 | $229K | Buy |
+2,961
| New | +$229K | 0.05% | 410 |
|
2022
Q1 | – | Sell |
-3,160
| Closed | -$290K | – | 513 |
|
2021
Q4 | $290K | Buy |
3,160
+184
| +6% | +$16.9K | 0.05% | 332 |
|
2021
Q3 | $209K | Buy |
2,976
+177
| +6% | +$12.4K | 0.04% | 408 |
|
2021
Q2 | $217K | Buy |
+2,799
| New | +$217K | 0.04% | 392 |
|