Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,040
| Closed | -$52K | – | 1869 |
|
|
2019
Q2 | $52K | Sell |
1,040
-77
| -7% | -$3.85K | 0.02% | 366 |
|
|
2019
Q1 | $56K | Hold |
1,117
| – | – | 0.02% | 310 |
|
|
2018
Q4 | $55K | Sell |
1,117
-303
| -21% | -$14.9K | 0.02% | 276 |
|
|
2018
Q3 | $75K | Hold |
1,420
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $78K | Buy |
1,420
+268
| +23% | +$14.7K | 0.03% | 253 |
|
|
2018
Q1 | $68K | Sell |
1,152
-15
| -1% | -$885 | 0.02% | 270 |
|
|
2017
Q4 | $60K | Buy |
1,167
+244
| +26% | +$12.5K | 0.02% | 309 |
|
|
2017
Q3 | $45K | Sell |
923
-581
| -39% | -$28.3K | 0.02% | 409 |
|
|
2017
Q2 | $68K | Sell |
1,504
-105
| -7% | -$4.75K | 0.03% | 326 |
|
|
2017
Q1 | $60K | Buy |
1,609
+669
| +71% | +$24.9K | 0.03% | 345 |
|
|
2016
Q4 | $41K | Sell |
940
-44
| -4% | -$1.92K | 0.02% | 301 |
|
|
2016
Q3 | $35K | Buy |
984
+642
| +188% | +$22.8K | 0.02% | 332 |
|
|
2016
Q2 | $10K | Buy |
342
+195
| +133% | +$5.7K | 0.01% | 570 |
|
|
2016
Q1 | $5K | Buy |
147
+38
| +35% | +$1.29K | ﹤0.01% | 539 |
|
|
2015
Q4 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 513 |
|