Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-752
| Closed | -$49K | – | 342 |
|
|
2021
Q1 | $49K | Buy |
752
+106
| +16% | +$6.91K | 0.03% | 186 |
|
|
2020
Q4 | $36K | Sell |
646
-375
| -37% | -$20.9K | 0.03% | 218 |
|
|
2020
Q3 | $47K | Sell |
1,021
-1,488
| -59% | -$68.5K | 0.04% | 188 |
|
|
2020
Q2 | $112K | Hold |
2,509
| – | – | 0.09% | 142 |
|
|
2020
Q1 | $106K | Hold |
2,509
| – | – | 0.1% | 142 |
|
|
2019
Q4 | $141K | Buy |
+2,509
| New | +$141K | 0.11% | 145 |
|