Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,330
| Closed | -$428K | – | 643 |
|
|
2015
Q4 | $428K | Hold |
12,330
| – | – | 0.01% | 269 |
|
|
2015
Q3 | $393K | Hold |
12,330
| – | – | 0.01% | 272 |
|
|
2015
Q2 | $454K | Hold |
12,330
| – | – | 0.01% | 247 |
|
|
2015
Q1 | $459K | Buy |
+12,330
| New | +$459K | 0.01% | 254 |
|
|
2014
Q4 | – | Sell |
-12,330
| Closed | -$411K | – | 522 |
|
|
2014
Q3 | $411K | Hold |
12,330
| – | – | 0.01% | 266 |
|
|
2014
Q2 | $387K | Hold |
12,330
| – | – | 0.01% | 284 |
|
|
2014
Q1 | $419K | Hold |
12,330
| – | – | 0.01% | 273 |
|
|
2013
Q4 | $378K | Hold |
12,330
| – | – | 0.01% | 292 |
|
|
2013
Q3 | $323K | Hold |
12,330
| – | – | 0.01% | 295 |
|
|
2013
Q2 | $299K | Buy |
+12,330
| New | +$299K | 0.01% | 291 |
|