United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-62,232
| Closed | -$2.71M | – | 159 |
|
|
2016
Q4 | $2.71M | Buy |
62,232
+475
| +0.8% | +$20.7K | 0.88% | 42 |
|
|
2016
Q3 | $2.18M | Buy |
61,757
+23,151
| +60% | +$816K | 0.76% | 44 |
|
|
2016
Q2 | $1.1M | Buy |
+38,606
| New | +$1.1M | 0.41% | 61 |
|
|
2014
Q3 | – | Sell |
-11,616
| Closed | -$364K | – | 143 |
|
|
2014
Q2 | $364K | Buy |
+11,616
| New | +$364K | 0.18% | 90 |
|