Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Sell |
50
-4
| -7% | -$240 | ﹤0.01% | 1618 |
|
|
2021
Q2 | $3K | Buy |
54
+5
| +10% | +$278 | ﹤0.01% | 1521 |
|
|
2021
Q1 | $3K | Buy |
49
+42
| +600% | +$2.57K | ﹤0.01% | 1445 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1836 |
|
|
2020
Q3 | – | Sell |
-86
| Closed | -$3K | – | 1771 |
|
|
2020
Q2 | $3K | Sell |
86
-27
| -24% | -$942 | ﹤0.01% | 1181 |
|
|
2020
Q1 | $4K | Sell |
113
-174
| -61% | -$6.16K | ﹤0.01% | 969 |
|
|
2019
Q4 | $16K | Buy |
287
+2
| +0.7% | +$111 | ﹤0.01% | 601 |
|
|
2019
Q3 | $16K | Buy |
285
+40
| +16% | +$2.25K | 0.01% | 573 |
|
|
2019
Q2 | $14K | Buy |
245
+17
| +7% | +$971 | ﹤0.01% | 626 |
|
|
2019
Q1 | $12K | Buy |
228
+107
| +88% | +$5.63K | ﹤0.01% | 605 |
|
|
2018
Q4 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 648 |
|