Wealthspire Advisors (New York)’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,128
| Closed | -$599K | – | 770 |
|
|
2024
Q2 | $599K | Buy |
+6,128
| New | +$599K | 0.01% | 395 |
|
|
2021
Q2 | – | Sell |
-5,550
| Closed | -$362K | – | 643 |
|
|
2021
Q1 | $362K | Buy |
5,550
+1,480
| +36% | +$96.5K | 0.01% | 495 |
|
|
2020
Q4 | $326K | Buy |
4,070
+130
| +3% | +$10.4K | 0.01% | 416 |
|
|
2020
Q3 | $204K | Buy |
+3,940
| New | +$204K | 0.01% | 302 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$1K | – | 732 |
|
|
2018
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 842 |
|