B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,799
| Closed | -$236K | – | 1625 |
|
|
2023
Q2 | $236K | Buy |
+3,799
| New | +$236K | 0.01% | 1263 |
|
|
2021
Q4 | – | Sell |
-3,476
| Closed | -$230K | – | 1489 |
|
|
2021
Q3 | $230K | Sell |
3,476
-95
| -3% | -$6.29K | 0.01% | 1178 |
|
|
2021
Q2 | $251K | Sell |
3,571
-589
| -14% | -$41.4K | 0.01% | 1120 |
|
|
2021
Q1 | $272K | Buy |
4,160
+562
| +16% | +$36.7K | 0.01% | 1046 |
|
|
2020
Q4 | $203K | Sell |
3,598
-3,113
| -46% | -$176K | 0.01% | 921 |
|
|
2020
Q3 | $308K | Buy |
+6,711
| New | +$308K | 0.02% | 711 |
|
|
2018
Q4 | – | Sell |
-4,230
| Closed | -$258K | – | 735 |
|
|
2018
Q3 | $258K | Sell |
4,230
-1,237
| -23% | -$75.4K | 0.03% | 553 |
|
|
2018
Q2 | $317K | Buy |
5,467
+1,405
| +35% | +$81.5K | 0.04% | 447 |
|
|
2018
Q1 | $231K | Sell |
4,062
-2,642
| -39% | -$150K | 0.03% | 540 |
|
|
2017
Q4 | $393K | Buy |
6,704
+2,299
| +52% | +$135K | 0.05% | 370 |
|
|
2017
Q3 | $248K | Buy |
+4,405
| New | +$248K | 0.04% | 432 |
|
|
2015
Q1 | – | Sell |
-2,761
| Closed | -$132 | – | 1826 |
|
|
2014
Q4 | $132 | Buy |
+2,761
| New | +$132 | ﹤0.01% | 1576 |
|
|
2014
Q3 | – | Sell |
-884
| Closed | -$45.5K | – | 1751 |
|
|
2014
Q2 | $45.5K | Buy |
+884
| New | +$45.5K | 0.01% | 1074 |
|