WHI
AMTD
William Harris Investors’s TD Ameritrade Holding Corp AMTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-180,572
| Closed | -$6.46M | – | 92 |
|
|
2014
Q4 | $6.46M | Sell |
180,572
-24,455
| -12% | -$875K | 1.67% | 28 |
|
|
2014
Q3 | $6.84M | Hold |
205,027
| – | – | 2.04% | 24 |
|
|
2014
Q2 | $6.43M | Sell |
205,027
-22,600
| -10% | -$709K | 1.78% | 27 |
|
|
2014
Q1 | $7.73M | Hold |
227,627
| – | – | 2.23% | 24 |
|
|
2013
Q4 | $6.97M | Hold |
227,627
| – | – | 2.07% | 24 |
|
|
2013
Q3 | $5.96M | Sell |
227,627
-132,000
| -37% | -$3.46M | 1.86% | 22 |
|
|
2013
Q2 | $8.74M | Buy |
+359,627
| New | +$8.74M | 2.65% | 16 |
|