Total Clarity Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,947
| Closed | -$346K | – | 332 |
|
2025
Q1 | $346K | Hold |
2,947
| – | – | 0.11% | 180 |
|
2024
Q4 | $346K | Sell |
2,947
-116
| -4% | -$13.6K | 0.11% | 180 |
|
2024
Q3 | $336K | Buy |
3,063
+162
| +6% | +$17.8K | 0.11% | 183 |
|
2024
Q2 | $283K | Sell |
2,901
-20
| -0.7% | -$1.95K | 0.1% | 194 |
|
2024
Q1 | $255K | Sell |
2,921
-150
| -5% | -$13.1K | 0.09% | 229 |
|
2023
Q4 | $221K | Buy |
3,071
+276
| +10% | +$19.9K | 0.09% | 213 |
|
2023
Q3 | $218K | Buy |
2,795
+95
| +4% | +$7.42K | 0.11% | 200 |
|
2023
Q2 | $208K | Buy |
+2,700
| New | +$208K | 0.1% | 199 |
|
2022
Q3 | – | Sell |
-2,890
| Closed | -$121K | – | 924 |
|
2022
Q2 | $121K | Sell |
2,890
-305
| -10% | -$12.8K | 0.06% | 294 |
|
2022
Q1 | $221K | Buy |
3,195
+50
| +2% | +$3.46K | 0.12% | 203 |
|
2021
Q4 | $288K | Buy |
3,145
+625
| +25% | +$57.2K | 0.13% | 164 |
|
2021
Q3 | $177K | Buy |
+2,520
| New | +$177K | 0.08% | 226 |
|
2021
Q2 | – | Sell |
-1,450
| Closed | -$94K | – | 700 |
|
2021
Q1 | $94K | Buy |
+1,450
| New | +$94K | 0.05% | 252 |
|
2020
Q1 | – | Sell |
-3,820
| Closed | -$99K | – | 577 |
|
2019
Q4 | $99K | Buy |
+3,820
| New | +$99K | 0.07% | 186 |
|