WealthPLAN Partners’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
Q3 | – | Sell |
-5,202
| Closed | -$231K | – | 248 |
|
|
2019
Q2 | $231K | Sell |
5,202
-40,011
| -88% | -$1.78M | 0.03% | 214 |
|
|
2019
Q1 | $2.33M | Buy |
45,213
+1,300
| +3% | +$67K | 0.36% | 74 |
|
|
2018
Q4 | $2.5M | Buy |
+43,913
| New | +$2.5M | 0.4% | 72 |
|
|
2016
Q3 | $17.6K | Hold |
500
| – | – | 0.01% | 506 |
|
|
2016
Q2 | $14.2K | Buy |
+500
| New | +$14.2K | ﹤0.01% | 1586 |
|
|
2015
Q4 | $34.7K | Buy |
+1,001
| New | +$34.7K | 0.01% | 722 |
|