TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-50
| Closed | -$2K | – | 813 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 691 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 658 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 675 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 678 |
|
|
2018
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 709 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 717 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 678 |
|
|
2017
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 781 |
|