BKS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.18M | Sell |
21,664
-1,500
| -6% | -$81.5K | 0.47% | 60 |
|
|
2018
Q4 | $1.15M | Hold |
23,164
| – | – | 0.52% | 52 |
|
|
2018
Q3 | $1.41M | Sell |
23,164
-1,852
| -7% | -$113K | 0.52% | 52 |
|
|
2018
Q2 | $1.45M | Hold |
25,016
| – | – | 0.51% | 52 |
|
|
2018
Q1 | $1.42M | Hold |
25,016
| – | – | 0.52% | 55 |
|
|
2017
Q4 | $1.47M | Hold |
25,016
| – | – | 0.53% | 51 |
|
|
2017
Q3 | $1.41M | Buy |
25,016
+75
| +0.3% | +$4.22K | 0.55% | 52 |
|
|
2017
Q2 | $1.26M | Sell |
24,941
-120
| -0.5% | -$6.05K | 0.51% | 58 |
|
|
2017
Q1 | $1.26M | Sell |
25,061
-1,000
| -4% | -$50.1K | 0.55% | 57 |
|
|
2016
Q4 | $1.29M | Sell |
26,061
-250
| -1% | -$12.3K | 0.6% | 56 |
|
|
2016
Q3 | $1.17M | Sell |
26,311
-710
| -3% | -$31.5K | 0.54% | 56 |
|
|
2016
Q2 | $1.16M | Buy |
27,021
+17,844
| +194% | +$766K | 0.6% | 56 |
|
|
2016
Q1 | $396K | Sell |
9,177
-690
| -7% | -$29.8K | 0.21% | 103 |
|
|
2015
Q4 | $386K | Buy |
9,867
+950
| +11% | +$37.2K | 0.2% | 94 |
|
|
2015
Q3 | $352K | Buy |
8,917
+1,700
| +24% | +$67.1K | 0.2% | 89 |
|
|
2015
Q2 | $307K | Buy |
7,217
+1,650
| +30% | +$70.2K | 0.15% | 103 |
|
|
2015
Q1 | $239K | Buy |
+5,567
| New | +$239K | 0.11% | 132 |
|