SteelPeak Wealth’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
+8,440
New +$608K 0.02% 328
2025
Q1
Sell
-1,836
Closed -$216K 557
2024
Q4
$216K Sell
1,836
-1,059
-37% -$124K 0.01% 442
2024
Q3
$317K Buy
2,895
+743
+35% +$81.5K 0.01% 370
2024
Q2
$210K Sell
2,152
-248
-10% -$24.2K 0.01% 423
2024
Q1
$210K Buy
+2,400
New +$210K 0.01% 399
2023
Q4
Sell
-8,287
Closed -$648K 439
2023
Q3
$648K Sell
8,287
-3,035
-27% -$237K 0.04% 214
2023
Q2
$874K Buy
11,322
+1,470
+15% +$114K 0.05% 189
2023
Q1
$600K Buy
9,852
+1,458
+17% +$88.8K 0.04% 217
2022
Q4
$376K Sell
8,394
-310
-4% -$13.9K 0.03% 276
2022
Q3
$520K Sell
8,704
-1,092
-11% -$65.2K 0.04% 238
2022
Q2
$410K Sell
9,796
-5,038
-34% -$211K 0.03% 276
2022
Q1
$1.03M Buy
14,834
+6,571
+80% +$455K 0.06% 179
2021
Q4
$757K Sell
8,263
-7,278
-47% -$667K 0.04% 192
2021
Q3
$1.09M Buy
15,541
+263
+2% +$18.5K 0.07% 154
2021
Q2
$1.18M Buy
15,278
+6,688
+78% +$517K 0.08% 157
2021
Q1
$560K Buy
8,590
+3,110
+57% +$203K 0.04% 213
2020
Q4
$439K Buy
5,480
+1,570
+40% +$126K 0.04% 221
2020
Q3
$203K Buy
3,910
+610
+18% +$31.7K 0.02% 247
2020
Q2
$134K Buy
+3,300
New +$134K 0.02% 234