Wealthspire Advisors (Maryland)’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $227K | Buy |
+4,380
| New | +$227K | 0.01% | 419 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$10K | – | 1953 |
|
|
2019
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 1545 |
|
|
2018
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 1679 |
|
|
2018
Q3 | – | Sell |
-1,400
| Closed | -$13K | – | 2510 |
|
|
2018
Q2 | $13K | Hold |
1,400
| – | – | ﹤0.01% | 1460 |
|
|
2018
Q1 | $7K | Buy |
1,400
+100
| +8% | +$500 | ﹤0.01% | 1697 |
|
|
2017
Q4 | $6K | Buy |
1,300
+200
| +18% | +$923 | ﹤0.01% | 1795 |
|
|
2017
Q3 | $7K | Buy |
+1,100
| New | +$7K | ﹤0.01% | 1701 |
|