Principal Financial Group’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
Q4 | – | Sell |
-63,126
| Closed | -$2.47M | – | 2500 |
|
|
2020
Q3 | $2.47M | Buy |
63,126
+5,026
| +9% | +$197K | ﹤0.01% | 1697 |
|
|
2020
Q2 | $2.11M | Buy |
58,100
+17,636
| +44% | +$641K | ﹤0.01% | 1688 |
|
|
2020
Q1 | $1.4M | Sell |
40,464
-4,517
| -10% | -$157K | ﹤0.01% | 1677 |
|
|
2019
Q4 | $2.24M | Buy |
44,981
+736
| +2% | +$36.6K | ﹤0.01% | 1706 |
|
|
2019
Q3 | $2.07M | Buy |
44,245
+24,005
| +119% | +$1.12M | ﹤0.01% | 1714 |
|
|
2019
Q2 | $1.01M | Sell |
20,240
-1,637
| -7% | -$81.7K | ﹤0.01% | 1837 |
|
|
2019
Q1 | $1.09M | Buy |
21,877
+2,300
| +12% | +$115K | ﹤0.01% | 1822 |
|
|
2018
Q4 | $958K | Sell |
19,577
-4,723
| -19% | -$231K | ﹤0.01% | 1816 |
|
|
2018
Q3 | $1.28M | Buy |
24,300
+949
| +4% | +$50.1K | ﹤0.01% | 1805 |
|
|
2018
Q2 | $1.28M | Sell |
23,351
-7,578
| -25% | -$415K | ﹤0.01% | 1812 |
|
|
2018
Q1 | $1.83M | Sell |
30,929
-872
| -3% | -$51.7K | ﹤0.01% | 1749 |
|
|
2017
Q4 | $1.63M | Sell |
31,801
-5,987
| -16% | -$306K | ﹤0.01% | 1780 |
|
|
2017
Q3 | $1.84M | Sell |
37,788
-7,271
| -16% | -$355K | ﹤0.01% | 1749 |
|
|
2017
Q2 | $1.94M | Sell |
45,059
-34,383
| -43% | -$1.48M | ﹤0.01% | 1748 |
|
|
2017
Q1 | $3.09M | Buy |
79,442
+33,172
| +72% | +$1.29M | ﹤0.01% | 1660 |
|
|
2016
Q4 | $2.02M | Sell |
46,270
-8,501
| -16% | -$371K | ﹤0.01% | 1714 |
|
|
2016
Q3 | $1.93M | Buy |
54,771
+9,003
| +20% | +$317K | ﹤0.01% | 1683 |
|
|
2016
Q2 | $1.3M | Buy |
45,768
+3,087
| +7% | +$87.9K | ﹤0.01% | 1724 |
|
|
2016
Q1 | $1.35M | Buy |
42,681
+11,906
| +39% | +$375K | ﹤0.01% | 1694 |
|
|
2015
Q4 | $1.07M | Sell |
30,775
-19,527
| -39% | -$678K | ﹤0.01% | 1750 |
|
|
2015
Q3 | $1.6M | Sell |
50,302
-2,936
| -6% | -$93.5K | ﹤0.01% | 1698 |
|
|
2015
Q2 | $1.96M | Buy |
53,238
+23,132
| +77% | +$852K | ﹤0.01% | 1685 |
|
|
2015
Q1 | $1.12M | Sell |
30,106
-44,997
| -60% | -$1.68M | ﹤0.01% | 1750 |
|
|
2014
Q4 | $2.69M | Sell |
75,103
-124
| -0.2% | -$4.44K | ﹤0.01% | 1616 |
|
|
2014
Q3 | $2.51M | Buy |
75,227
+53,744
| +250% | +$1.79M | ﹤0.01% | 1603 |
|
|
2014
Q2 | $673K | Sell |
21,483
-28,082
| -57% | -$880K | ﹤0.01% | 1838 |
|
|
2014
Q1 | $1.68M | Buy |
49,565
+3,431
| +7% | +$117K | ﹤0.01% | 1684 |
|
|
2013
Q4 | $1.41M | Sell |
46,134
-17,781
| -28% | -$545K | ﹤0.01% | 1730 |
|
|
2013
Q3 | $1.67M | Sell |
63,915
-12,154
| -16% | -$318K | ﹤0.01% | 1664 |
|
|
2013
Q2 | $1.85M | Buy |
+76,069
| New | +$1.85M | ﹤0.01% | 1618 |
|