WR Wealth Planners’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.35K | Buy |
37
+6
| +19% | +$705 | ﹤0.01% | 727 |
|
|
2024
Q3 | $3.4K | Buy |
31
+4
| +15% | +$439 | ﹤0.01% | 807 |
|
|
2024
Q2 | $2.64K | Buy |
27
+9
| +50% | +$879 | ﹤0.01% | 829 |
|
|
2024
Q1 | $1.57K | Buy |
+18
| New | +$1.57K | ﹤0.01% | 909 |
|
|
2022
Q3 | – | Sell |
-316
| Closed | -$13.2K | – | 560 |
|
|
2022
Q2 | $13.2K | Hold |
316
| – | – | 0.01% | 261 |
|
|
2022
Q1 | $21.9K | Buy |
+316
| New | +$21.9K | 0.01% | 224 |
|