Walled Lake Planning & Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,606
| Closed | -$306K | – | 137 |
|
|
2024
Q4 | $306K | Sell |
2,606
-23
| -0.9% | -$2.7K | 0.11% | 107 |
|
|
2024
Q3 | $288K | Hold |
2,629
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $257K | Buy |
2,629
+71
| +3% | +$6.94K | 0.1% | 99 |
|
|
2024
Q1 | $224K | Sell |
2,558
-395
| -13% | -$34.5K | 0.09% | 97 |
|
|
2023
Q4 | $212K | Hold |
2,953
| – | – | 0.1% | 98 |
|
|
2023
Q3 | $231K | Sell |
2,953
-37
| -1% | -$2.89K | 0.12% | 86 |
|
|
2023
Q2 | $231K | Buy |
+2,990
| New | +$231K | 0.11% | 85 |
|
|
2022
Q4 | – | Sell |
-3,490
| Closed | -$209K | – | 81 |
|
|
2022
Q3 | $209K | Buy |
+3,490
| New | +$209K | 0.15% | 73 |
|
|
2022
Q2 | – | Sell |
-3,490
| Closed | -$242K | – | 92 |
|
|
2022
Q1 | $242K | Hold |
3,490
| – | – | 0.14% | 74 |
|
|
2021
Q4 | $320K | Hold |
3,490
| – | – | 0.19% | 65 |
|
|
2021
Q3 | $245K | Hold |
3,490
| – | – | 0.15% | 68 |
|
|
2021
Q2 | $270K | Hold |
3,490
| – | – | 0.18% | 66 |
|
|
2021
Q1 | $227K | Hold |
3,490
| – | – | 0.16% | 66 |
|
|
2020
Q4 | $280K | Sell |
3,490
-270
| -7% | -$21.7K | 0.21% | 57 |
|
|
2020
Q3 | $195K | Sell |
3,760
-760
| -17% | -$39.4K | 0.16% | 65 |
|
|
2020
Q2 | $184K | Hold |
4,520
| – | – | 0.15% | 64 |
|
|
2020
Q1 | $87K | Hold |
4,520
| – | – | 0.08% | 88 |
|
|
2019
Q4 | $117K | Buy |
+4,520
| New | +$117K | 0.08% | 85 |
|