Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-3,713
| Closed | -$186K | – | 2439 |
|
|
2019
Q1 | $186K | Hold |
3,713
| – | – | 0.01% | 457 |
|
|
2018
Q4 | $182K | Hold |
3,713
| – | – | 0.02% | 422 |
|
|
2018
Q3 | $196K | Hold |
3,713
| – | – | 0.02% | 462 |
|
|
2018
Q2 | $203K | Sell |
3,713
-912
| -20% | -$49.9K | 0.02% | 457 |
|
|
2018
Q1 | $274K | Buy |
4,625
+17
| +0.4% | +$1.01K | 0.03% | 385 |
|
|
2017
Q4 | $236K | Buy |
4,608
+222
| +5% | +$11.4K | 0.02% | 432 |
|
|
2017
Q3 | $214K | Sell |
4,386
-12
| -0.3% | -$585 | 0.02% | 451 |
|
|
2017
Q2 | $189K | Buy |
4,398
+4
| +0.1% | +$172 | 0.02% | 473 |
|
|
2017
Q1 | $171K | Buy |
4,394
+44
| +1% | +$1.71K | 0.02% | 443 |
|
|
2016
Q4 | $190K | Buy |
4,350
+15
| +0.3% | +$655 | 0.03% | 389 |
|
|
2016
Q3 | $153K | Buy |
4,335
+4,000
| +1,194% | +$141K | 0.02% | 462 |
|
|
2016
Q2 | $10K | Hold |
335
| – | – | ﹤0.01% | 1214 |
|
|
2016
Q1 | $11K | Sell |
335
-6,349
| -95% | -$208K | ﹤0.01% | 1169 |
|
|
2015
Q4 | $232K | Buy |
+6,684
| New | +$232K | 0.04% | 328 |
|