TD Ameritrade Investment Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-64
| Closed | -$26K | – | 413 |
|
|
2023
Q2 | $26K | Sell |
64
-12
| -16% | -$4.88K | ﹤0.01% | 271 |
|
|
2023
Q1 | $26K | Sell |
76
-4
| -5% | -$1.37K | ﹤0.01% | 278 |
|
|
2022
Q4 | $27K | Sell |
80
-59
| -42% | -$19.9K | ﹤0.01% | 301 |
|
|
2022
Q3 | $42K | Sell |
139
-51
| -27% | -$15.4K | ﹤0.01% | 283 |
|
|
2022
Q2 | $64K | Sell |
190
-63
| -25% | -$21.2K | ﹤0.01% | 282 |
|
|
2022
Q1 | $104K | Buy |
253
+44
| +21% | +$18.1K | ﹤0.01% | 290 |
|
|
2021
Q4 | $99K | Buy |
209
+79
| +61% | +$37.4K | ﹤0.01% | 295 |
|
|
2021
Q3 | $47K | Sell |
130
-44
| -25% | -$15.9K | ﹤0.01% | 336 |
|
|
2021
Q2 | $71K | Buy |
174
+32
| +23% | +$13.1K | ﹤0.01% | 311 |
|
|
2021
Q1 | $47K | Hold |
142
| – | – | ﹤0.01% | 341 |
|
|
2020
Q4 | $47K | Buy |
142
+12
| +9% | +$3.97K | ﹤0.01% | 341 |
|
|
2020
Q3 | $47K | Buy |
130
+6
| +5% | +$2.17K | ﹤0.01% | 336 |
|
|
2020
Q2 | $41K | Buy |
124
+43
| +53% | +$14.2K | ﹤0.01% | 330 |
|
|
2020
Q1 | $20K | Sell |
81
-16
| -16% | -$3.95K | ﹤0.01% | 359 |
|
|
2019
Q4 | $26K | Buy |
97
+68
| +234% | +$18.2K | ﹤0.01% | 369 |
|
|
2019
Q3 | $7K | Buy |
29
+17
| +142% | +$4.1K | ﹤0.01% | 482 |
|
|
2019
Q2 | $3K | Buy |
12
+2
| +20% | +$500 | ﹤0.01% | 549 |
|
|
2019
Q1 | $2K | Sell |
10
-11
| -52% | -$2.2K | ﹤0.01% | 528 |
|
|
2018
Q4 | $4K | Buy |
21
+3
| +17% | +$571 | ﹤0.01% | 481 |
|
|
2018
Q3 | $4K | Buy |
18
+3
| +20% | +$667 | ﹤0.01% | 424 |
|
|
2018
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 312 |
|