V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,075
| Closed | -$237K | – | 342 |
|
|
2023
Q2 | $237K | Sell |
3,075
-270
| -8% | -$20.8K | 0.04% | 330 |
|
|
2023
Q1 | $204K | Buy |
+3,345
| New | +$204K | 0.04% | 359 |
|
|
2022
Q4 | – | Sell |
-3,351
| Closed | -$200K | – | 401 |
|
|
2022
Q3 | $200K | Buy |
+3,351
| New | +$200K | 0.04% | 351 |
|
|
2022
Q1 | – | Sell |
-3,070
| Closed | -$281K | – | 475 |
|
|
2021
Q4 | $281K | Hold |
3,070
| – | – | 0.04% | 363 |
|
|
2021
Q3 | $216K | Sell |
3,070
-20
| -0.6% | -$1.41K | 0.03% | 423 |
|
|
2021
Q2 | $243K | Buy |
+3,090
| New | +$243K | 0.04% | 408 |
|
|
2021
Q1 | – | Sell |
-2,600
| Closed | -$208K | – | 440 |
|
|
2020
Q4 | $208K | Buy |
+2,600
| New | +$208K | 0.04% | 356 |
|
|
2020
Q2 | – | Sell |
-12,210
| Closed | -$236K | – | 378 |
|
|
2020
Q1 | $236K | Buy |
+12,210
| New | +$236K | 0.07% | 262 |
|