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 |
|