TD Private Client Wealth’s Artisan Partners APAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-387
| Closed | -$11.5K | – | 1240 |
|
2022
Q4 | $11.5K | Hold |
387
| – | – | ﹤0.01% | 990 |
|
2022
Q3 | $10.4K | Sell |
387
-27
| -7% | -$727 | ﹤0.01% | 992 |
|
2022
Q2 | $14.7K | Sell |
414
-63
| -13% | -$2.24K | ﹤0.01% | 962 |
|
2022
Q1 | $18.8K | Buy |
+477
| New | +$18.8K | ﹤0.01% | 955 |
|