Xcel Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,395
| Closed | -$374K | – | 139 |
|
|
2022
Q1 | $374K | Buy |
5,395
+905
| +20% | +$62.7K | 0.1% | 111 |
|
|
2021
Q4 | $411K | Sell |
4,490
-360
| -7% | -$33K | 0.11% | 113 |
|
|
2021
Q3 | $341K | Sell |
4,850
-500
| -9% | -$35.2K | 0.1% | 113 |
|
|
2021
Q2 | $414K | Sell |
5,350
-6,150
| -53% | -$476K | 0.13% | 108 |
|
|
2021
Q1 | $749K | Hold |
11,500
| – | – | 0.27% | 69 |
|
|
2020
Q4 | $921K | Hold |
11,500
| – | – | 0.4% | 57 |
|
|
2020
Q3 | $596K | Hold |
11,500
| – | – | 0.31% | 67 |
|
|
2020
Q2 | $467K | Buy |
+11,500
| New | +$467K | 0.29% | 67 |
|