Capital Asset Advisory Services’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-7,205
| Closed | -$442K | – | 513 |
|
2022
Q3 | $442K | Sell |
7,205
-2,816
| -28% | -$173K | 0.06% | 188 |
|
2022
Q2 | $657K | Sell |
10,021
-535
| -5% | -$35.1K | 0.07% | 190 |
|
2022
Q1 | $838K | Buy |
+10,556
| New | +$838K | 0.09% | 177 |
|
2021
Q1 | – | Sell |
-607
| Closed | -$34K | – | 1417 |
|
2020
Q4 | $34K | Buy |
+607
| New | +$34K | 0.01% | 712 |
|