Sugarloaf Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $82.3K | Hold |
700
| – | – | 0.02% | 242 |
|
|
2024
Q3 | $76.8K | Hold |
700
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $68.4K | Hold |
700
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $61.2K | Hold |
700
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $50.4K | Hold |
700
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $54.7K | Buy |
+700
| New | +$54.7K | 0.01% | 280 |
|
|
2023
Q2 | – | Sell |
-242
| Closed | -$14.7K | – | 718 |
|
|
2023
Q1 | $14.7K | Hold |
242
| – | – | ﹤0.01% | 433 |
|
|
2022
Q4 | $10.8K | Sell |
242
-20
| -8% | -$897 | ﹤0.01% | 486 |
|
|
2022
Q3 | $16K | Buy |
262
+147
| +128% | +$8.98K | ﹤0.01% | 447 |
|
|
2022
Q2 | $5K | Buy |
115
+95
| +475% | +$4.13K | ﹤0.01% | 603 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 686 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 731 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 683 |
|
|
2021
Q1 | $1 | Hold |
20
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 649 |
|
|
2020
Q3 | – | Sell |
-500
| Closed | -$10K | – | 717 |
|
|
2020
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 436 |
|