Sonora Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$65K | – | 1126 |
|
|
2021
Q1 | $65K | Hold |
1,000
| – | – | 0.01% | 508 |
|
|
2020
Q4 | $56K | Buy |
1,000
+700
| +233% | +$39.2K | ﹤0.01% | 574 |
|
|
2020
Q3 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 1054 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$2K | – | 1793 |
|
|
2019
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1583 |
|