Summit Securities Group’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 | $13.1K | Buy |
+182
| New | +$13.1K | ﹤0.01% | 701 |
|
|
2025
Q1 | – | Sell |
-542
| Closed | -$63.7K | – | 957 |
|
|
2024
Q4 | $63.7K | Buy |
+542
| New | +$63.7K | 0.01% | 157 |
|
|
2024
Q3 | – | Sell |
-59
| Closed | -$6K | – | 753 |
|
|
2024
Q2 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 359 |
|
|
2024
Q1 | – | Sell |
-36
| Closed | -$3K | – | 712 |
|
|
2023
Q4 | $3K | Sell |
36
-14
| -28% | -$1.17K | ﹤0.01% | 409 |
|
|
2023
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 328 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 936 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 528 |
|
|
2021
Q2 | – | Sell |
-10,000
| Closed | -$652K | – | 486 |
|
|
2021
Q1 | $652K | Buy |
+10,000
| New | +$652K | 0.07% | 125 |
|