Apriem Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-57,785
| Closed | -$2.46M | – | 595 |
|
|
2015
Q2 | $2.46M | Sell |
57,785
-500
| -0.9% | -$21.3K | 0.84% | 38 |
|
|
2015
Q1 | $2.5M | Buy |
58,285
+8,025
| +16% | +$344K | 0.87% | 40 |
|
|
2014
Q4 | $2.4M | Buy |
50,260
+5,300
| +12% | +$253K | 0.88% | 40 |
|
|
2014
Q3 | $2.22M | Sell |
44,960
-10,200
| -18% | -$504K | 0.85% | 42 |
|
|
2014
Q2 | $2.84M | Sell |
55,160
-1,300
| -2% | -$66.8K | 1.08% | 33 |
|
|
2014
Q1 | $2.65M | Buy |
56,460
+1,000
| +2% | +$47K | 1% | 37 |
|
|
2013
Q4 | $2.61M | Buy |
55,460
+12,580
| +29% | +$593K | 1.02% | 38 |
|
|
2013
Q3 | $1.93M | Sell |
42,880
-700
| -2% | -$31.5K | 0.84% | 42 |
|
|
2013
Q2 | $1.75M | Buy |
+43,580
| New | +$1.75M | 0.86% | 42 |
|