Bay Harbor 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
Q1 | – | Sell |
-4,211
| Closed | -$238K | – | 397 |
|
|
2020
Q4 | $238K | Hold |
4,211
| – | – | 0.11% | 69 |
|
|
2020
Q3 | $195K | Hold |
4,211
| – | – | 0.1% | 78 |
|
|
2020
Q2 | $188K | Hold |
4,211
| – | – | 0.1% | 94 |
|
|
2020
Q1 | $179K | Hold |
4,211
| – | – | 0.11% | 88 |
|
|
2019
Q4 | $236K | Hold |
4,211
| – | – | 0.13% | 87 |
|
|
2019
Q3 | $233K | Hold |
4,211
| – | – | 0.14% | 88 |
|
|
2019
Q2 | $246K | Hold |
4,211
| – | – | 0.15% | 89 |
|
|
2019
Q1 | $229K | Hold |
4,211
| – | – | 0.16% | 91 |
|
|
2018
Q4 | $209K | Buy |
+4,211
| New | +$209K | 0.17% | 88 |
|