Polaris Wealth Advisory Group’s TD Ameritrade Holding Corp AMTD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,634
Closed -$86K 507
2018
Q3
$86K Buy
+1,634
New +$86K 0.01% 211
2018
Q2
Sell
-1,594
Closed -$94K 454
2018
Q1
$94K Buy
+1,594
New +$94K 0.01% 169