Western Financial Corp’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,030
| Closed | -$474K | – | 138 |
|
|
2024
Q4 | $474K | Buy |
+4,030
| New | +$474K | 0.26% | 92 |
|
|
2024
Q1 | – | Sell |
-9,417
| Closed | -$678K | – | 130 |
|
|
2023
Q4 | $678K | Buy |
9,417
+1,320
| +16% | +$95K | 0.45% | 71 |
|
|
2023
Q3 | $633K | Sell |
8,097
-1,410
| -15% | -$110K | 0.46% | 69 |
|
|
2023
Q2 | $734K | Sell |
9,507
-2,756
| -22% | -$213K | 0.5% | 54 |
|
|
2023
Q1 | $747K | Buy |
12,263
+655
| +6% | +$39.9K | 0.53% | 50 |
|
|
2022
Q4 | $520K | Buy |
+11,608
| New | +$520K | 0.34% | 83 |
|