WESPAC Advisors SoCal’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 |
-70
| Closed | -$3K | – | 348 |
|
|
2019
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 310 |
|
|
2018
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 307 |
|
|
2018
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 278 |
|
|
2018
Q2 | – | Sell |
-70
| Closed | -$4K | – | 276 |
|
|
2018
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 235 |
|
|
2017
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 228 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 239 |
|
|
2017
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 222 |
|
|
2017
Q1 | $2.72K | Hold |
70
| – | – | ﹤0.01% | 223 |
|
|
2016
Q4 | $3.05K | Hold |
70
| – | – | ﹤0.01% | 226 |
|
|
2016
Q3 | $2.47K | Hold |
70
| – | – | ﹤0.01% | 245 |
|
|
2016
Q2 | $1.99K | Hold |
70
| – | – | ﹤0.01% | 253 |
|
|
2016
Q1 | $2.21K | Hold |
70
| – | – | ﹤0.01% | 257 |
|
|
2015
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 240 |
|