SSWM
AMTD
Sheets Smith Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,005
| Closed | -$438K | – | 355 |
|
|
2018
Q2 | $438K | Sell |
8,005
-9
| -0.1% | -$492 | 0.1% | 211 |
|
|
2018
Q1 | $475K | Buy |
+8,014
| New | +$475K | 0.11% | 193 |
|
|
2014
Q2 | – | Sell |
-21,502
| Closed | -$730K | – | 286 |
|
|
2014
Q1 | $730K | Buy |
+21,502
| New | +$730K | 0.2% | 132 |
|