Banyan Partners’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $269K | Sell |
5,456
-700
| -11% | -$34.5K | 0.02% | 351 |
|
2014
Q2 | $316K | Sell |
6,156
-800
| -12% | -$41.1K | 0.03% | 339 |
|
2014
Q1 | $327K | Sell |
6,956
-2,182
| -24% | -$103K | 0.03% | 330 |
|
2013
Q4 | $431K | Sell |
9,138
-37,138
| -80% | -$1.75M | 0.03% | 327 |
|
2013
Q3 | $2.08M | Buy |
46,276
+5,886
| +15% | +$265K | 0.18% | 113 |
|
2013
Q2 | $1.62M | Buy |
+40,390
| New | +$1.62M | 0.32% | 87 |
|