Balentine 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,728
| Closed | -$241K | – | 676 |
|
|
2022
Q4 | $241K | Buy |
+3,728
| New | +$241K | 0.01% | 488 |
|
|
2020
Q3 | – | Sell |
-164
| Closed | -$7K | – | 767 |
|
|
2020
Q2 | $7K | Sell |
164
-613
| -79% | -$26.2K | ﹤0.01% | 654 |
|
|
2020
Q1 | $33K | Buy |
777
+32
| +4% | +$1.36K | ﹤0.01% | 217 |
|
|
2019
Q4 | $42K | Hold |
745
| – | – | ﹤0.01% | 215 |
|
|
2019
Q3 | $43K | Hold |
745
| – | – | ﹤0.01% | 145 |
|
|
2019
Q2 | $43K | Buy |
745
+150
| +25% | +$8.66K | ﹤0.01% | 122 |
|
|
2019
Q1 | $32K | Hold |
595
| – | – | ﹤0.01% | 155 |
|
|
2018
Q4 | $30K | Sell |
595
-366
| -38% | -$18.5K | ﹤0.01% | 150 |
|
|
2018
Q3 | $58K | Buy |
+961
| New | +$58K | ﹤0.01% | 60 |
|