TWA
TCI Wealth Advisors’s Trade Desk TTD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-455
| Closed | -$27.7K | – | 2090 |
|
2023
Q1 | $27.7K | Buy |
455
+9
| +2% | +$548 | ﹤0.01% | 585 |
|
2022
Q4 | $20K | Sell |
446
-429
| -49% | -$19.2K | ﹤0.01% | 705 |
|
2022
Q3 | $52K | Buy |
875
+49
| +6% | +$2.91K | 0.01% | 360 |
|
2022
Q2 | $35K | Buy |
826
+5
| +0.6% | +$212 | 0.01% | 468 |
|
2022
Q1 | $57K | Buy |
821
+242
| +42% | +$16.8K | 0.01% | 374 |
|
2021
Q4 | $53K | Buy |
579
+120
| +26% | +$11K | 0.01% | 399 |
|
2021
Q3 | $32K | Buy |
459
+159
| +53% | +$11.1K | ﹤0.01% | 518 |
|
2021
Q2 | $23K | Buy |
300
+267
| +809% | +$20.5K | ﹤0.01% | 558 |
|
2021
Q1 | $22K | Buy |
33
+13
| +65% | +$8.67K | 0.01% | 533 |
|
2020
Q4 | $16K | Hold |
20
| – | – | 0.01% | 523 |
|
2020
Q3 | $10K | Buy |
+20
| New | +$10K | ﹤0.01% | 577 |
|
2019
Q4 | – | Sell |
-4
| Closed | -$1K | – | 1677 |
|
2019
Q3 | $1K | Sell |
4
-17
| -81% | -$4.25K | ﹤0.01% | 1388 |
|
2019
Q2 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 784 |
|