BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.8K | Buy |
158
+3
| +2% | +$186 | ﹤0.01% | 558 |
|
|
2023
Q1 | $9.29K | Buy |
+155
| New | +$9.29K | ﹤0.01% | 616 |
|
|
2020
Q2 | – | Sell |
-72
| Closed | -$3K | – | 1088 |
|
|
2020
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $4K | Hold |
72
| – | – | ﹤0.01% | 679 |
|
|
2019
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 592 |
|
|
2019
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 618 |
|
|
2019
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 621 |
|
|
2018
Q4 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 573 |
|