YorkBridge Wealth Partners’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
Q4 | – | Sell |
-400
| Closed | -$21K | – | 784 |
|
|
2018
Q3 | $21K | Hold |
400
| – | – | 0.01% | 517 |
|
|
2018
Q2 | $22K | Sell |
400
-100
| -20% | -$5.5K | 0.01% | 522 |
|
|
2018
Q1 | $30K | Hold |
500
| – | – | 0.01% | 437 |
|
|
2017
Q4 | $27K | Hold |
500
| – | – | 0.01% | 454 |
|
|
2017
Q3 | $24K | Hold |
500
| – | – | 0.01% | 479 |
|
|
2017
Q2 | $22K | Hold |
500
| – | – | 0.01% | 491 |
|
|
2017
Q1 | $19K | Hold |
500
| – | – | 0.01% | 523 |
|
|
2016
Q4 | $20K | Buy |
+500
| New | +$20K | 0.01% | 477 |
|