Birch Hill Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,022
| Closed | -$237K | – | 132 |
|
|
2015
Q3 | $237K | Sell |
6,022
-3,000
| -33% | -$118K | 0.03% | 125 |
|
|
2015
Q2 | $384K | Sell |
9,022
-1,000
| -10% | -$42.6K | 0.04% | 111 |
|
|
2015
Q1 | $429K | Hold |
10,022
| – | – | 0.04% | 109 |
|
|
2014
Q4 | $479K | Hold |
10,022
| – | – | 0.05% | 105 |
|
|
2014
Q3 | $495K | Hold |
10,022
| – | – | 0.05% | 103 |
|
|
2014
Q2 | $515K | Sell |
10,022
-2,000
| -17% | -$103K | 0.05% | 99 |
|
|
2014
Q1 | $564K | Sell |
12,022
-2,000
| -14% | -$93.8K | 0.06% | 95 |
|
|
2013
Q4 | $661K | Buy |
+14,022
| New | +$661K | 0.07% | 97 |
|