Reilly Financial 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
Q3 | – | Sell |
-149
| Closed | -$5K | – | 968 |
|
|
2020
Q2 | $5K | Hold |
149
| – | – | ﹤0.01% | 720 |
|
|
2020
Q1 | $5K | Hold |
149
| – | – | ﹤0.01% | 699 |
|
|
2019
Q4 | $7K | Hold |
149
| – | – | ﹤0.01% | 700 |
|
|
2019
Q3 | $7K | Hold |
149
| – | – | ﹤0.01% | 704 |
|
|
2019
Q2 | $7K | Sell |
149
-87
| -37% | -$4.09K | ﹤0.01% | 740 |
|
|
2019
Q1 | $12K | Buy |
236
+150
| +174% | +$7.63K | ﹤0.01% | 648 |
|
|
2018
Q4 | $4K | Hold |
86
| – | – | ﹤0.01% | 802 |
|
|
2018
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 844 |
|
|
2018
Q2 | $5K | Buy |
86
+1
| +1% | +$58 | ﹤0.01% | 821 |
|
|
2018
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 789 |
|
|
2017
Q4 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 828 |
|
|
2016
Q2 | – | Sell |
-161
| Closed | -$5K | – | 888 |
|
|
2016
Q1 | $5K | Buy |
+161
| New | +$5K | ﹤0.01% | 700 |
|
|
2013
Q4 | – | Sell |
-175
| Closed | -$5K | – | 874 |
|
|
2013
Q3 | $5K | Hold |
175
| – | – | ﹤0.01% | 602 |
|
|
2013
Q2 | $4K | Buy |
+175
| New | +$4K | ﹤0.01% | 673 |
|