Salem Investment Counselors’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
Q4 | – | Sell |
-8,313
| Closed | -$325K | – | 847 |
|
|
2020
Q3 | $325K | Hold |
8,313
| – | – | 0.02% | 217 |
|
|
2020
Q2 | $302K | Hold |
8,313
| – | – | 0.03% | 215 |
|
|
2020
Q1 | $288K | Hold |
8,313
| – | – | 0.03% | 200 |
|
|
2019
Q4 | $413K | Hold |
8,313
| – | – | 0.03% | 198 |
|
|
2019
Q3 | $388K | Hold |
8,313
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $415K | Buy |
+8,313
| New | +$415K | 0.04% | 199 |
|
|
2017
Q3 | – | Sell |
-8,313
| Closed | -$357K | – | 689 |
|
|
2017
Q2 | $357K | Hold |
8,313
| – | – | 0.04% | 184 |
|
|
2017
Q1 | $323K | Buy |
+8,313
| New | +$323K | 0.03% | 213 |
|
|
2016
Q3 | – | Sell |
-8,313
| Closed | -$237K | – | 551 |
|
|
2016
Q2 | $237K | Hold |
8,313
| – | – | 0.03% | 230 |
|
|
2016
Q1 | $262K | Hold |
8,313
| – | – | 0.03% | 222 |
|
|
2015
Q4 | $289K | Buy |
+8,313
| New | +$289K | 0.04% | 218 |
|
|
2015
Q3 | – | Sell |
-6,067
| Closed | -$223K | – | 273 |
|
|
2015
Q2 | $223K | Sell |
6,067
-2
| -0% | -$74 | 0.03% | 254 |
|
|
2015
Q1 | $226K | Buy |
6,069
+2
| +0% | +$74 | 0.03% | 254 |
|
|
2014
Q4 | $217K | Buy |
+6,067
| New | +$217K | 0.03% | 251 |
|