VWM
AMTD

Venturi Wealth Management’s TD Ameritrade Holding Corp AMTD Stock Holding History

Venturi Wealth Management’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,537
Closed -$492K – 299
2020
Q2 		$492K Buy
13,537
+3,527
+35% +$128K 0.07% 189
2020
Q1 		$347K Buy
+10,010
New +$347K 0.06% 158