SSWM
Sheets Smith Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,421
| Closed | -$624K | – | 326 |
|
|
2019
Q4 | $624K | Buy |
+2,421
| New | +$624K | 0.12% | 171 |
|
|
2019
Q3 | – | Sell |
-2,674
| Closed | -$609K | – | 319 |
|
|
2019
Q2 | $609K | Sell |
2,674
-33
| -1% | -$7.52K | 0.13% | 173 |
|
|
2019
Q1 | $536K | Sell |
2,707
-102
| -4% | -$20.2K | 0.12% | 187 |
|
|
2018
Q4 | $326K | Buy |
+2,809
| New | +$326K | 0.09% | 217 |
|