Piedmont Investment Advisors’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
Q2 | – | Sell |
-20,619
| Closed | -$715K | – | 786 |
|
|
2020
Q1 | $715K | Buy |
20,619
+3,195
| +18% | +$111K | 0.03% | 358 |
|
|
2019
Q4 | $866K | Sell |
17,424
-218
| -1% | -$10.8K | 0.03% | 368 |
|
|
2019
Q3 | $824K | Sell |
17,642
-2
| -0% | -$93 | 0.03% | 367 |
|
|
2019
Q2 | $881K | Sell |
17,644
-2,753
| -13% | -$137K | 0.04% | 362 |
|
|
2019
Q1 | $1.02M | Sell |
20,397
-89
| -0.4% | -$4.45K | 0.04% | 296 |
|
|
2018
Q4 | $1M | Buy |
20,486
+79
| +0.4% | +$3.87K | 0.05% | 268 |
|
|
2018
Q3 | $1.08M | Buy |
20,407
+11,472
| +128% | +$606K | 0.05% | 287 |
|
|
2018
Q2 | $489K | Buy |
+8,935
| New | +$489K | 0.02% | 445 |
|
|
2015
Q1 | – | Sell |
-600,384
| Closed | -$21.5M | – | 351 |
|
|
2014
Q4 | $21.5M | Sell |
600,384
-186,179
| -24% | -$6.66M | 1.3% | 36 |
|
|
2014
Q3 | $26.2M | Buy |
786,563
+106,360
| +16% | +$3.55M | 1.36% | 32 |
|
|
2014
Q2 | $21.3M | Buy |
680,203
+95,709
| +16% | +$3M | 1.12% | 42 |
|
|
2014
Q1 | $19.8M | Buy |
+584,494
| New | +$19.8M | 1.09% | 42 |
|