Arbor Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-238
| Closed | -$14K | – | 178 |
|
|
2019
Q2 | $14K | Sell |
238
-200
| -46% | -$11.8K | 0.01% | 122 |
|
|
2019
Q1 | $24K | Hold |
438
| – | – | 0.01% | 99 |
|
|
2018
Q4 | $22K | Buy |
+438
| New | +$22K | 0.02% | 94 |
|
|
2016
Q4 | – | Sell |
-11,492
| Closed | -$509K | – | 73 |
|
|
2016
Q3 | $509K | Hold |
11,492
| – | – | 0.43% | 51 |
|
|
2016
Q2 | $496K | Sell |
11,492
-863
| -7% | -$37.2K | 0.47% | 47 |
|
|
2016
Q1 | $532K | Buy |
12,355
+520
| +4% | +$22.4K | 0.55% | 43 |
|
|
2015
Q4 | $429K | Buy |
+11,835
| New | +$429K | 0.47% | 57 |
|