Yorktown Management & Research Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-16,120
| Closed | -$631K | – | 264 |
|
|
2020
Q3 | $631K | Buy |
16,120
+520
| +3% | +$20.4K | 0.59% | 35 |
|
|
2020
Q2 | $568K | Buy |
15,600
+9,400
| +152% | +$342K | 0.51% | 30 |
|
|
2020
Q1 | $215K | Buy |
+6,200
| New | +$215K | 0.22% | 210 |
|
|
2019
Q4 | – | Sell |
-8,500
| Closed | -$397K | – | 318 |
|
|
2019
Q3 | $397K | Hold |
8,500
| – | – | 0.21% | 132 |
|
|
2019
Q2 | $424K | Hold |
8,500
| – | – | 0.16% | 161 |
|
|
2019
Q1 | $425K | Buy |
+8,500
| New | +$425K | 0.14% | 176 |
|