Realta Investment 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
Q1 | – | Sell |
-1,774
| Closed | -$216K | – | 369 |
|
2024
Q4 | $216K | Buy |
+1,774
| New | +$216K | 0.09% | 177 |
|
2022
Q1 | – | Sell |
-2,275
| Closed | -$208K | – | 464 |
|
2021
Q4 | $208K | Buy |
+2,275
| New | +$208K | 0.05% | 391 |
|
2021
Q3 | – | Sell |
-2,700
| Closed | -$209K | – | 425 |
|
2021
Q2 | $209K | Sell |
2,700
-1,450
| -35% | -$112K | 0.05% | 369 |
|
2021
Q1 | $270K | Buy |
4,150
+1,100
| +36% | +$71.6K | 0.07% | 297 |
|
2020
Q4 | $244K | Buy |
+3,050
| New | +$244K | 0.07% | 277 |
|
2020
Q1 | – | Sell |
-1,150
| Closed | -$31K | – | 1303 |
|
2019
Q4 | $31K | Sell |
1,150
-300
| -21% | -$8.09K | 0.01% | 798 |
|
2019
Q3 | $29K | Hold |
1,450
| – | – | 0.01% | 816 |
|
2019
Q2 | $34K | Buy |
+1,450
| New | +$34K | 0.01% | 771 |
|