Primoris Wealth Advisors’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-33,800
Closed -$2.34M 87
2022
Q1
$2.34M Buy
33,800
+2,200
+7% +$152K 2.18% 14
2021
Q4
$2.9M Buy
+31,600
New +$2.9M 2.33% 16