Bridges Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,845
| Closed | -$439K | – | 219 |
|
|
2020
Q2 | $439K | Sell |
9,845
-4,235
| -30% | -$189K | 0.02% | 167 |
|
|
2020
Q1 | $597K | Sell |
14,080
-2,075
| -13% | -$88K | 0.03% | 160 |
|
|
2019
Q4 | $907K | Sell |
16,155
-8,515
| -35% | -$478K | 0.03% | 161 |
|
|
2019
Q3 | $1.44M | Sell |
24,670
-1,330
| -5% | -$77.5K | 0.05% | 164 |
|
|
2019
Q2 | $1.52M | Sell |
26,000
-100
| -0.4% | -$5.84K | 0.06% | 151 |
|
|
2019
Q1 | $1.42M | Sell |
26,100
-1,500
| -5% | -$81.4K | 0.06% | 157 |
|
|
2018
Q4 | $1.37M | Buy |
27,600
+725
| +3% | +$36.1K | 0.06% | 149 |
|
|
2018
Q3 | $1.63M | Buy |
26,875
+2,400
| +10% | +$146K | 0.08% | 139 |
|
|
2018
Q2 | $1.42M | Buy |
24,475
+400
| +2% | +$23.1K | 0.06% | 151 |
|
|
2018
Q1 | $1.37M | Buy |
24,075
+14,185
| +143% | +$807K | 0.06% | 149 |
|
|
2017
Q4 | $579K | Buy |
9,890
+2,960
| +43% | +$173K | 0.05% | 138 |
|
|
2017
Q3 | $390K | Buy |
+6,930
| New | +$390K | 0.04% | 122 |
|
|
2016
Q3 | – | Sell |
-5,524
| Closed | -$237K | – | 135 |
|
|
2016
Q2 | $237K | Sell |
5,524
-2,612
| -32% | -$112K | 0.04% | 124 |
|
|
2016
Q1 | $351K | Sell |
8,136
-7,943
| -49% | -$343K | 0.06% | 104 |
|
|
2015
Q4 | $630K | Sell |
16,079
-4,671
| -23% | -$183K | 0.11% | 91 |
|
|
2015
Q3 | $882K | Hold |
20,750
| – | – | 0.15% | 87 |
|
|
2015
Q2 | $882K | Buy |
20,750
+2,398
| +13% | +$102K | 0.15% | 87 |
|
|
2015
Q1 | $786K | Buy |
18,352
+1,310
| +8% | +$56.1K | 0.14% | 90 |
|
|
2014
Q4 | $814K | Buy |
17,042
+1,816
| +12% | +$86.7K | 0.14% | 88 |
|
|
2014
Q3 | $752K | Buy |
15,226
+505
| +3% | +$24.9K | 0.14% | 90 |
|
|
2014
Q2 | $756K | Buy |
14,721
+471
| +3% | +$24.2K | 0.14% | 92 |
|
|
2014
Q1 | $669K | Buy |
14,250
+870
| +7% | +$40.8K | 0.14% | 91 |
|
|
2013
Q4 | $630K | Buy |
13,380
+500
| +4% | +$23.5K | 0.14% | 92 |
|
|
2013
Q3 | $579K | Buy |
12,880
+1,830
| +17% | +$82.3K | 0.14% | 94 |
|
|
2013
Q2 | $444K | Buy |
+11,050
| New | +$444K | 0.12% | 94 |
|