Prana Capital Management’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 |
-38,100
| Closed | -$1.32M | – | 70 |
|
2020
Q1 | $1.32M | Buy |
+38,100
| New | +$1.32M | 0.38% | 42 |
|
2019
Q4 | – | Sell |
-249,933
| Closed | -$11.7M | – | 67 |
|
2019
Q3 | $11.7M | Buy |
+249,933
| New | +$11.7M | 2.1% | 20 |
|
2019
Q2 | – | Sell |
-79,332
| Closed | -$3.94M | – | 69 |
|
2019
Q1 | $3.94M | Buy |
+79,332
| New | +$3.94M | 0.61% | 40 |
|
2018
Q3 | – | Sell |
-300,123
| Closed | -$16.4M | – | 54 |
|
2018
Q2 | $16.4M | Buy |
+300,123
| New | +$16.4M | 4.39% | 7 |
|
2018
Q1 | – | Sell |
-127,891
| Closed | -$6.52M | – | 59 |
|
2017
Q4 | $6.52M | Buy |
+127,891
| New | +$6.52M | 2.22% | 17 |
|