Principle Wealth Partners’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,410
| Closed | -$221K | – | 330 |
|
2021
Q4 | $221K | Buy |
+2,410
| New | +$221K | 0.02% | 300 |
|
2021
Q3 | – | Sell |
-2,950
| Closed | -$228K | – | 318 |
|
2021
Q2 | $228K | Buy |
+2,950
| New | +$228K | 0.03% | 294 |
|
2021
Q1 | – | Sell |
-2,950
| Closed | -$236K | – | 290 |
|
2020
Q4 | $236K | Buy |
+2,950
| New | +$236K | 0.03% | 250 |
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 401 |
|
2020
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.01% | 300 |
|