Valley National Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,266
| Closed | -$59K | – | 852 |
|
|
2019
Q3 | $59K | Sell |
1,266
-679
| -35% | -$31.6K | 0.02% | 290 |
|
|
2019
Q2 | $97K | Sell |
1,945
-1,350
| -41% | -$67.3K | 0.03% | 235 |
|
|
2019
Q1 | $165K | Sell |
3,295
-704
| -18% | -$35.3K | 0.05% | 184 |
|
|
2018
Q4 | $196K | Buy |
3,999
+7
| +0.2% | +$343 | 0.06% | 164 |
|
|
2018
Q3 | $211K | Buy |
3,992
+5
| +0.1% | +$264 | 0.07% | 164 |
|
|
2018
Q2 | $218K | Buy |
3,987
+414
| +12% | +$22.6K | 0.08% | 163 |
|
|
2018
Q1 | $212K | Buy |
3,573
+308
| +9% | +$18.3K | 0.08% | 157 |
|
|
2017
Q4 | $167K | Buy |
3,265
+6
| +0.2% | +$307 | 0.06% | 170 |
|
|
2017
Q3 | $159K | Buy |
3,259
+5
| +0.2% | +$244 | 0.05% | 167 |
|
|
2017
Q2 | $140K | Buy |
3,254
+7
| +0.2% | +$301 | 0.05% | 166 |
|
|
2017
Q1 | $126K | Buy |
3,247
+188
| +6% | +$7.3K | 0.05% | 169 |
|
|
2016
Q4 | $133K | Buy |
+3,059
| New | +$133K | 0.06% | 165 |
|