INSTITUTE FOR WEALTH MANAGEMENT, LLC. – The Trade Desk, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$928,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+42.64%
quarter
The Trade Desk, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.89% | 1.52K shares | 341K | $59.75 | 15.53K |
| Q2 2022 | share | Increase | +4.09% | 550 shares | -345K | $41.89 | 14.01K |
| Q1 2022 | share | Decrease | -3.49% | -487 shares | -346K | $69.25 | 13.46K |
| Q4 2021 | share | Decrease | -0.92% | -129 shares | 288K | $94.27 | 13.94K |
| Q3 2021 | share | Increase | +1.41% | 196 shares | -84K | $70.3 | 14.07K |
| Q2 2021 | share | Increase | +14.43% | 1.75K shares | 284K | $77.36 | 13.88K |
| Q1 2021 | share | Increase | +1.93% | 230 shares | -163K | $65.17 | 12.13K |
| Q4 2020 | share | Decrease | -0.42% | -50 shares | 333K | $80.1 | 11.9K |
| Q3 2020 | share | Decrease | -6.27% | -800 shares | 102K | $51.88 | 11.95K |
| Q2 2020 | share | 0.00% | 0 shares | 272K | $40.65 | 12.75K | |
| Q1 2020 | share | Decrease | -9.57% | -1.35K shares | -120K | $19.3 | 12.75K |
| Q4 2019 | share | Decrease | -17.59% | -3.01K shares | 45K | $25.98 | 14.1K |
| Q3 2019 | share | Decrease | -0.52% | -90 shares | -71K | $18.76 | 17.11K |
| Q2 2019 | share | Increase | +34.80% | 4.44K shares | 139K | $22.78 | 17.2K |
| Q1 2019 | share | Increase | 0.00% | 12.76K shares | 253K | $19.8 | 12.76K |