Steward Partners Investment Advisory’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
Q4 | – | Sell |
-2
| Closed | – | – | 3072 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2913 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2810 |
|
|
2020
Q1 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 2807 |
|
|
2019
Q4 | $0 | Sell |
4
-700
| -99% | – | ﹤0.01% | 2834 |
|
|
2019
Q3 | $32K | Hold |
704
| – | – | ﹤0.01% | 1555 |
|
|
2019
Q2 | $35K | Buy |
+704
| New | +$35K | ﹤0.01% | 1475 |
|
|
2019
Q1 | – | Sell |
-5,183
| Closed | -$253K | – | 846 |
|
|
2018
Q4 | $253K | Buy |
5,183
+4,583
| +764% | +$224K | 0.01% | 637 |
|
|
2018
Q3 | $32K | Buy |
+600
| New | +$32K | ﹤0.01% | 1369 |
|
|
2017
Q1 | – | Sell |
-147
| Closed | -$6K | – | 1600 |
|
|
2016
Q4 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 643 |
|