SAM
AMTD
Symphony Asset Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,621
| Closed | -$214K | – | 323 |
|
|
2018
Q1 | $214K | Buy |
+3,621
| New | +$214K | 0.03% | 327 |
|
|
2017
Q1 | – | Sell |
-23,084
| Closed | -$1.01M | – | 446 |
|
|
2016
Q4 | $1.01M | Buy |
+23,084
| New | +$1.01M | 0.1% | 192 |
|
|
2015
Q2 | – | Sell |
-29,757
| Closed | -$1.11M | – | 505 |
|
|
2015
Q1 | $1.11M | Buy |
29,757
+1,307
| +5% | +$48.7K | 0.13% | 170 |
|
|
2014
Q4 | $1.02M | Buy |
28,450
+5,894
| +26% | +$211K | 0.13% | 164 |
|
|
2014
Q3 | $753K | Buy |
+22,556
| New | +$753K | 0.08% | 199 |
|
|
2014
Q2 | – | Sell |
-28,029
| Closed | -$952K | – | 447 |
|
|
2014
Q1 | $952K | Buy |
+28,029
| New | +$952K | 0.09% | 210 |
|