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 |
|