Sun Life Financial’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 |
-7,358
| Closed | -$288K | – | 515 |
|
|
2020
Q3 | $288K | Sell |
7,358
-1,030
| -12% | -$40.3K | 0.05% | 112 |
|
|
2020
Q2 | $306K | Sell |
8,388
-264
| -3% | -$9.63K | 0.06% | 104 |
|
|
2020
Q1 | $300K | Buy |
8,652
+323
| +4% | +$11.2K | 0.08% | 92 |
|
|
2019
Q4 | $415K | Buy |
8,329
+326
| +4% | +$16.2K | 0.11% | 93 |
|
|
2019
Q3 | $372K | Buy |
8,003
+3,613
| +82% | +$168K | 0.1% | 132 |
|
|
2019
Q2 | $218K | Buy |
+4,390
| New | +$218K | 0.05% | 172 |
|