ACG Wealth’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,916
| Closed | -$204K | – | 312 |
|
|
2021
Q2 | $204K | Buy |
+2,916
| New | +$204K | 0.03% | 300 |
|
|
2020
Q1 | – | Sell |
-3,569
| Closed | -$200K | – | 324 |
|
|
2019
Q4 | $200K | Buy |
3,569
+6
| +0.2% | +$336 | 0.03% | 309 |
|
|
2019
Q3 | $208K | Buy |
+3,563
| New | +$208K | 0.03% | 307 |
|