Rockefeller Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-191
| Closed | -$9K | – | 2281 |
|
|
2019
Q3 | $9K | Sell |
191
-8,409
| -98% | -$396K | ﹤0.01% | 1478 |
|
|
2019
Q2 | $429K | Sell |
8,600
-425
| -5% | -$21.2K | 0.01% | 477 |
|
|
2019
Q1 | $451K | Buy |
9,025
+49
| +0.5% | +$2.45K | 0.01% | 492 |
|
|
2018
Q4 | $439K | Buy |
8,976
+8,600
| +2,287% | +$421K | 0.01% | 336 |
|
|
2018
Q3 | $20K | Hold |
376
| – | – | ﹤0.01% | 514 |
|
|
2018
Q2 | $21K | Buy |
+376
| New | +$21K | ﹤0.01% | 527 |
|