Pinnacle Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,500
| Closed | -$204K | – | 636 |
|
|
2014
Q2 | $204K | Hold |
6,500
| – | – | ﹤0.01% | 572 |
|
|
2014
Q1 | $221K | Sell |
6,500
-250
| -4% | -$8.5K | ﹤0.01% | 551 |
|
|
2013
Q4 | $207K | Sell |
6,750
-900
| -12% | -$27.6K | ﹤0.01% | 562 |
|
|
2013
Q3 | $200K | Sell |
7,650
-750
| -9% | -$19.6K | ﹤0.01% | 546 |
|
|
2013
Q2 | $204K | Buy |
+8,400
| New | +$204K | ﹤0.01% | 522 |
|