TAIM
TD Ameritrade Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-799
| Closed | -$190K | – | 465 |
|
|
2023
Q2 | $190K | Sell |
799
-11
| -1% | -$2.62K | ﹤0.01% | 172 |
|
|
2023
Q1 | $183K | Sell |
810
-756
| -48% | -$171K | ﹤0.01% | 185 |
|
|
2022
Q4 | $325K | Sell |
1,566
-464
| -23% | -$96.3K | ﹤0.01% | 161 |
|
|
2022
Q3 | $361K | Sell |
2,030
-177
| -8% | -$31.5K | ﹤0.01% | 159 |
|
|
2022
Q2 | $435K | Sell |
2,207
-427
| -16% | -$84.2K | ﹤0.01% | 163 |
|
|
2022
Q1 | $584K | Sell |
2,634
-118
| -4% | -$26.2K | ﹤0.01% | 172 |
|
|
2021
Q4 | $596K | Buy |
2,752
+1,009
| +58% | +$219K | ﹤0.01% | 168 |
|
|
2021
Q3 | $349K | Sell |
1,743
-672
| -28% | -$135K | ﹤0.01% | 178 |
|
|
2021
Q2 | $565K | Buy |
2,415
+552
| +30% | +$129K | ﹤0.01% | 160 |
|
|
2021
Q1 | $407K | Hold |
1,863
| – | – | ﹤0.01% | 168 |
|
|
2020
Q4 | $407K | Buy |
1,863
+120
| +7% | +$26.2K | ﹤0.01% | 168 |
|
|
2020
Q3 | $349K | Buy |
1,743
+222
| +15% | +$44.5K | ﹤0.01% | 178 |
|
|
2020
Q2 | $294K | Buy |
1,521
+5
| +0.3% | +$966 | ﹤0.01% | 190 |
|
|
2020
Q1 | $244K | Sell |
1,516
-9
| -0.6% | -$1.45K | ﹤0.01% | 189 |
|
|
2019
Q4 | $287K | Buy |
1,525
+654
| +75% | +$123K | ﹤0.01% | 187 |
|
|
2019
Q3 | $150K | Buy |
871
+595
| +216% | +$102K | ﹤0.01% | 196 |
|
|
2019
Q2 | $48K | Sell |
276
-568
| -67% | -$98.8K | ﹤0.01% | 266 |
|
|
2019
Q1 | $132K | Buy |
844
+582
| +222% | +$91K | ﹤0.01% | 189 |
|
|
2018
Q4 | $35K | Buy |
262
+56
| +27% | +$7.48K | ﹤0.01% | 259 |
|
|
2018
Q3 | $31K | Buy |
206
+106
| +106% | +$16K | ﹤0.01% | 247 |
|
|
2018
Q2 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 223 |
|