Versant Capital Management’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 |
-68
| Closed | -$2K | – | 1632 |
|
|
2020
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 1081 |
|
|
2019
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 1128 |
|
|
2019
Q2 | $3K | Sell |
68
-39
| -36% | -$1.72K | ﹤0.01% | 1146 |
|
|
2019
Q1 | $5K | Sell |
107
-5
| -4% | -$234 | ﹤0.01% | 1133 |
|
|
2018
Q4 | $5K | Sell |
112
-22
| -16% | -$982 | ﹤0.01% | 1061 |
|
|
2018
Q3 | $7K | Hold |
134
| – | – | ﹤0.01% | 1010 |
|
|
2018
Q2 | $7K | Hold |
134
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q1 | $7K | Buy |
134
+27
| +25% | +$1.41K | ﹤0.01% | 1004 |
|
|
2017
Q4 | $5K | Hold |
107
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q3 | $5K | Hold |
107
| – | – | ﹤0.01% | 1079 |
|
|
2017
Q2 | $4K | Hold |
107
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q4 | $4K | Sell |
107
-43
| -29% | -$1.61K | ﹤0.01% | 1095 |
|
|
2016
Q3 | $5K | Buy |
150
+19
| +15% | +$633 | ﹤0.01% | 1009 |
|
|
2016
Q2 | $3K | Hold |
131
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q1 | $4K | Sell |
131
-42
| -24% | -$1.28K | ﹤0.01% | 1030 |
|
|
2015
Q4 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 907 |
|