U.S. Capital Wealth Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,033
| Closed | -$356K | – | 888 |
|
2024
Q4 | $356K | Buy |
3,033
+854
| +39% | +$100K | 0.01% | 638 |
|
2024
Q3 | $239K | Sell |
2,179
-1,038
| -32% | -$114K | 0.01% | 639 |
|
2024
Q2 | $314K | Buy |
3,217
+342
| +12% | +$33.4K | 0.01% | 560 |
|
2024
Q1 | $251K | Hold |
2,875
| – | – | 0.01% | 602 |
|
2023
Q4 | $207K | Buy |
+2,875
| New | +$207K | 0.01% | 628 |
|
2023
Q1 | – | Sell |
-1,675
| Closed | -$75.1K | – | 1459 |
|
2022
Q4 | $75.1K | Buy |
+1,675
| New | +$75.1K | ﹤0.01% | 785 |
|
2021
Q4 | – | Sell |
-4,160
| Closed | -$292K | – | 757 |
|
2021
Q3 | $292K | Buy |
+4,160
| New | +$292K | 0.01% | 610 |
|