Valeo Financial Advisors’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
Q4 | – | Sell |
-61
| Closed | -$2K | – | 1885 |
|
|
2020
Q3 | $2K | Sell |
61
-13
| -18% | -$426 | ﹤0.01% | 1408 |
|
|
2020
Q2 | $3K | Buy |
74
+13
| +21% | +$527 | ﹤0.01% | 1629 |
|
|
2020
Q1 | $2K | Hold |
61
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q4 | $3K | Sell |
61
-57
| -48% | -$2.8K | ﹤0.01% | 1415 |
|
|
2019
Q3 | $6K | Hold |
118
| – | – | ﹤0.01% | 1166 |
|
|
2019
Q2 | $6K | Hold |
118
| – | – | ﹤0.01% | 1176 |
|
|
2019
Q1 | $6K | Buy |
118
+3
| +3% | +$153 | ﹤0.01% | 1122 |
|
|
2018
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 1038 |
|
|
2018
Q3 | $6K | Sell |
115
-207
| -64% | -$10.8K | ﹤0.01% | 1150 |
|
|
2018
Q2 | $19K | Buy |
322
+146
| +83% | +$8.62K | ﹤0.01% | 784 |
|
|
2018
Q1 | $10K | Buy |
176
+115
| +189% | +$6.53K | ﹤0.01% | 936 |
|
|
2017
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 1146 |
|
|
2017
Q3 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 979 |
|