Santa Fe Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-30,417
| Closed | -$1.02M | – | 625 |
|
|
2014
Q3 | $1.02M | Buy |
+30,417
| New | +$1.02M | 0.16% | 259 |
|
|
2014
Q1 | – | Sell |
-66,373
| Closed | -$2.04M | – | 610 |
|
|
2013
Q4 | $2.04M | Buy |
+66,373
| New | +$2.04M | 0.33% | 118 |
|
|
2013
Q3 | – | Sell |
-76,209
| Closed | -$1.85M | – | 625 |
|
|
2013
Q2 | $1.85M | Buy |
+76,209
| New | +$1.85M | 0.38% | 95 |
|