Provenance 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
2025
Q2
$63.1K Hold
876
0.01% 191
2025
Q1
$47.9K Buy
876
+119
+16% +$6.51K 0.01% 226
2024
Q4
$89K Hold
757
0.01% 196
2024
Q3
$83K Buy
757
+182
+32% +$20K 0.01% 207
2024
Q2
$56.2K Hold
575
0.01% 210
2024
Q1
$50.3K Buy
575
+46
+9% +$4.02K 0.01% 225
2023
Q4
$38.1K Buy
529
+29
+6% +$2.09K 0.01% 221
2023
Q3
$39.1K Buy
+500
New +$39.1K 0.01% 190