Raymond James Financial Services Advisors’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
Q1 | – | Sell |
-25,577
| Closed | -$1.27M | – | 2892 |
|
|
2019
Q4 | $1.27M | Buy |
25,577
+10,951
| +75% | +$544K | ﹤0.01% | 1411 |
|
|
2019
Q3 | $683K | Sell |
14,626
-2,886
| -16% | -$135K | ﹤0.01% | 1707 |
|
|
2019
Q2 | $874K | Buy |
17,512
+1,562
| +10% | +$78K | ﹤0.01% | 1574 |
|
|
2019
Q1 | $797K | Buy |
15,950
+10,039
| +170% | +$502K | ﹤0.01% | 1590 |
|
|
2018
Q4 | $289K | Buy |
+5,911
| New | +$289K | ﹤0.01% | 2022 |
|
|
2018
Q3 | – | Sell |
-5,786
| Closed | -$317K | – | 2876 |
|
|
2018
Q2 | $317K | Buy |
+5,786
| New | +$317K | ﹤0.01% | 2196 |
|
|
2017
Q3 | – | Sell |
-13,376
| Closed | -$575K | – | 2598 |
|
|
2017
Q2 | $575K | Sell |
13,376
-843
| -6% | -$36.2K | ﹤0.01% | 1605 |
|
|
2017
Q1 | $553K | Sell |
14,219
-1,035
| -7% | -$40.3K | ﹤0.01% | 1507 |
|
|
2016
Q4 | $665K | Buy |
15,254
+2,212
| +17% | +$96.4K | 0.01% | 1362 |
|
|
2016
Q3 | $460K | Buy |
13,042
+243
| +2% | +$8.57K | ﹤0.01% | 1542 |
|
|
2016
Q2 | $364K | Sell |
12,799
-199
| -2% | -$5.66K | ﹤0.01% | 1600 |
|
|
2016
Q1 | $410K | Buy |
12,998
+1,886
| +17% | +$59.5K | ﹤0.01% | 1361 |
|
|
2015
Q4 | $386K | Buy |
+11,112
| New | +$386K | ﹤0.01% | 1309 |
|