TD Ameritrade Investment Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-289
| Closed | -$2K | – | 45 |
|
|
2023
Q2 | $2K | Hold |
289
| – | – | ﹤0.01% | 441 |
|
|
2023
Q1 | $2K | Sell |
289
-674
| -70% | -$4.66K | ﹤0.01% | 467 |
|
|
2022
Q4 | $8K | Sell |
963
-622
| -39% | -$5.17K | ﹤0.01% | 399 |
|
|
2022
Q3 | $10K | Sell |
1,585
-128
| -7% | -$808 | ﹤0.01% | 385 |
|
|
2022
Q2 | $13K | Sell |
1,713
-578
| -25% | -$4.39K | ﹤0.01% | 405 |
|
|
2022
Q1 | $18K | Buy |
2,291
+198
| +9% | +$1.56K | ﹤0.01% | 426 |
|
|
2021
Q4 | $22K | Sell |
2,093
-5,386
| -72% | -$56.6K | ﹤0.01% | 409 |
|
|
2021
Q3 | $37K | Buy |
7,479
+5,262
| +237% | +$26K | ﹤0.01% | 354 |
|
|
2021
Q2 | $21K | Sell |
2,217
-3,362
| -60% | -$31.8K | ﹤0.01% | 391 |
|
|
2021
Q1 | $45K | Hold |
5,579
| – | – | ﹤0.01% | 344 |
|
|
2020
Q4 | $45K | Sell |
5,579
-1,900
| -25% | -$15.3K | ﹤0.01% | 344 |
|
|
2020
Q3 | $37K | Sell |
7,479
-150
| -2% | -$742 | ﹤0.01% | 354 |
|
|
2020
Q2 | $43K | Sell |
7,629
-807
| -10% | -$4.55K | ﹤0.01% | 324 |
|
|
2020
Q1 | $38K | Buy |
8,436
+1,489
| +21% | +$6.71K | ﹤0.01% | 318 |
|
|
2019
Q4 | $66K | Sell |
6,947
-149
| -2% | -$1.42K | ﹤0.01% | 291 |
|
|
2019
Q3 | $52K | Buy |
7,096
+248
| +4% | +$1.82K | ﹤0.01% | 283 |
|
|
2019
Q2 | $51K | Buy |
6,848
+1,758
| +35% | +$13.1K | ﹤0.01% | 257 |
|
|
2019
Q1 | $40K | Sell |
5,090
-603
| -11% | -$4.74K | ﹤0.01% | 259 |
|
|
2018
Q4 | $41K | Buy |
5,693
+1,118
| +24% | +$8.05K | ﹤0.01% | 246 |
|
|
2018
Q3 | $39K | Buy |
+4,575
| New | +$39K | ﹤0.01% | 223 |
|