Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-40
| Closed | -$3K | – | 753 |
|
|
2017
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 632 |
|
|
2017
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 649 |
|
|
2017
Q2 | $2K | Buy |
40
+10
| +33% | +$500 | ﹤0.01% | 732 |
|
|
2017
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 723 |
|
|
2016
Q4 | $1K | Buy |
30
+20
| +200% | +$667 | ﹤0.01% | 698 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 746 |
|
|
2016
Q2 | $0 | Sell |
10
-140
| -93% | – | ﹤0.01% | 783 |
|
|
2016
Q1 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 390 |
|