Americana Partners’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,219
| Closed | -$262K | – | 325 |
|
|
2023
Q2 | $262K | Hold |
4,219
| – | – | 0.03% | 244 |
|
|
2023
Q1 | $253K | Hold |
4,219
| – | – | 0.04% | 237 |
|
|
2022
Q4 | $273K | Sell |
4,219
-20
| -0.5% | -$1.3K | 0.05% | 209 |
|
|
2022
Q3 | $259K | Hold |
4,239
| – | – | 0.05% | 203 |
|
|
2022
Q2 | $277K | Hold |
4,239
| – | – | 0.05% | 196 |
|
|
2022
Q1 | $336K | Buy |
4,239
+20
| +0.5% | +$1.59K | 0.1% | 169 |
|
|
2021
Q4 | $323K | Hold |
4,219
| – | – | 0.06% | 201 |
|
|
2021
Q3 | $279K | Hold |
4,219
| – | – | 0.07% | 200 |
|
|
2021
Q2 | $295K | Buy |
+4,219
| New | +$295K | 0.15% | 108 |
|