Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,929
| Closed | -$387K | – | 586 |
|
|
2017
Q3 | $387K | Buy |
7,929
+104
| +1% | +$5.08K | 0.05% | 305 |
|
|
2017
Q2 | $336K | Sell |
7,825
-1,647
| -17% | -$70.7K | 0.04% | 357 |
|
|
2017
Q1 | $368K | Buy |
9,472
+4
| +0% | +$155 | 0.05% | 334 |
|
|
2016
Q4 | $413K | Buy |
9,468
+909
| +11% | +$39.7K | 0.05% | 317 |
|
|
2016
Q3 | $302K | Sell |
8,559
-700
| -8% | -$24.7K | 0.04% | 352 |
|
|
2016
Q2 | $264K | Sell |
9,259
-95
| -1% | -$2.71K | 0.03% | 404 |
|
|
2016
Q1 | $295K | Sell |
9,354
-1,298
| -12% | -$40.9K | 0.04% | 400 |
|
|
2015
Q4 | $370K | Buy |
+10,652
| New | +$370K | 0.04% | 366 |
|