Sigma Planning Corp’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
Q1 | – | Sell |
-11,118
| Closed | -$553K | – | 1125 |
|
|
2019
Q4 | $553K | Buy |
+11,118
| New | +$553K | 0.02% | 561 |
|
|
2018
Q3 | – | Sell |
-34,212
| Closed | -$1.87M | – | 1000 |
|
|
2018
Q2 | $1.87M | Buy |
34,212
+170
| +0.5% | +$9.31K | 0.13% | 182 |
|
|
2018
Q1 | $2.02M | Sell |
34,042
-135
| -0.4% | -$8K | 0.15% | 162 |
|
|
2017
Q4 | $1.75M | Buy |
34,177
+2,446
| +8% | +$125K | 0.13% | 182 |
|
|
2017
Q3 | $1.55M | Buy |
+31,731
| New | +$1.55M | 0.13% | 182 |
|