Aspiriant LLC’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,430
| Closed | -$250K | – | 212 |
|
|
2019
Q4 | $250K | Hold |
4,430
| – | – | 0.02% | 185 |
|
|
2019
Q3 | $258K | Sell |
4,430
-190
| -4% | -$11.1K | 0.02% | 190 |
|
|
2019
Q2 | $270K | Sell |
4,620
-1,118
| -19% | -$65.3K | 0.02% | 192 |
|
|
2019
Q1 | $310K | Sell |
5,738
-1,446
| -20% | -$78.1K | 0.03% | 179 |
|
|
2018
Q4 | $356K | Sell |
7,184
-3,414
| -32% | -$169K | 0.03% | 171 |
|
|
2018
Q3 | $644K | Sell |
10,598
-60
| -0.6% | -$3.65K | 0.06% | 138 |
|
|
2018
Q2 | $617K | Sell |
10,658
-1,309
| -11% | -$75.8K | 0.05% | 143 |
|
|
2018
Q1 | $680K | Buy |
+11,967
| New | +$680K | 0.06% | 129 |
|
|
2017
Q4 | – | Sell |
-18,319
| Closed | -$1.03M | – | 169 |
|
|
2017
Q3 | $1.03M | Sell |
18,319
-2,643
| -13% | -$149K | 0.09% | 105 |
|
|
2017
Q2 | $1.06M | Sell |
20,962
-2,183
| -9% | -$110K | 0.09% | 108 |
|
|
2017
Q1 | $1.16M | Sell |
23,145
-3,030
| -12% | -$152K | 0.1% | 108 |
|
|
2016
Q4 | $1.29M | Buy |
26,175
+780
| +3% | +$38.5K | 0.12% | 95 |
|
|
2016
Q3 | $1.13M | Buy |
25,395
+2,155
| +9% | +$95.7K | 0.11% | 100 |
|
|
2016
Q2 | $988K | Sell |
23,240
-4,250
| -15% | -$181K | 0.09% | 104 |
|
|
2016
Q1 | $1.19M | Buy |
+27,490
| New | +$1.19M | 0.11% | 94 |
|