Three Peaks Capital Management’s TD Ameritrade Holding Corp AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-43,221
| Closed | -$2.02M | – | 112 |
|
|
2019
Q3 | $2.02M | Buy |
+43,221
| New | +$2.02M | 0.58% | 77 |
|
|
2019
Q1 | – | Sell |
-34,292
| Closed | -$1.68M | – | 120 |
|
|
2018
Q4 | $1.68M | Sell |
34,292
-23,478
| -41% | -$1.15M | 0.53% | 104 |
|
|
2018
Q3 | $3.05M | Sell |
57,770
-15,515
| -21% | -$820K | 0.63% | 69 |
|
|
2018
Q2 | $4.01M | Sell |
73,285
-2,027
| -3% | -$111K | 0.81% | 63 |
|
|
2018
Q1 | $4.46M | Buy |
+75,312
| New | +$4.46M | 0.76% | 59 |
|