Arete Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,673
| Closed | -$284K | – | 549 |
|
|
2021
Q4 | $284K | Buy |
+3,673
| New | +$284K | 0.02% | 392 |
|
|
2019
Q2 | – | Sell |
-5,148
| Closed | -$280K | – | 417 |
|
|
2019
Q1 | $280K | Sell |
5,148
-798
| -13% | -$43.4K | 0.06% | 295 |
|
|
2018
Q4 | $296K | Sell |
5,946
-598
| -9% | -$29.8K | 0.07% | 271 |
|
|
2018
Q3 | $398K | Buy |
6,544
+102
| +2% | +$6.2K | 0.09% | 220 |
|
|
2018
Q2 | $373K | Buy |
6,442
+1,543
| +31% | +$89.3K | 0.09% | 237 |
|
|
2018
Q1 | $279K | Buy |
+4,899
| New | +$279K | 0.09% | 247 |
|