Carroll Financial Associates’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
Q4 | $54K | Hold |
714
| – | – | ﹤0.01% | 703 |
|
|
2021
Q3 | $47K | Hold |
714
| – | – | ﹤0.01% | 758 |
|
|
2021
Q2 | $50K | Hold |
714
| – | – | ﹤0.01% | 815 |
|
|
2021
Q1 | $46K | Hold |
714
| – | – | ﹤0.01% | 791 |
|
|
2020
Q4 | $40K | Sell |
714
-31
| -4% | -$1.74K | ﹤0.01% | 762 |
|
|
2020
Q3 | $34K | Hold |
745
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $33K | Sell |
745
-32
| -4% | -$1.42K | ﹤0.01% | 752 |
|
|
2020
Q1 | $32K | Buy |
777
+641
| +471% | +$26.4K | ﹤0.01% | 682 |
|
|
2019
Q4 | $7K | Hold |
136
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 1121 |
|
|
2019
Q2 | $7K | Hold |
136
| – | – | ﹤0.01% | 1126 |
|
|
2019
Q1 | $7K | Sell |
136
-48
| -26% | -$2.47K | ﹤0.01% | 1049 |
|
|
2018
Q4 | $9K | Sell |
184
-134
| -42% | -$6.55K | ﹤0.01% | 895 |
|
|
2018
Q3 | $19K | Hold |
318
| – | – | ﹤0.01% | 728 |
|
|
2018
Q2 | $18K | Buy |
318
+48
| +18% | +$2.72K | ﹤0.01% | 722 |
|
|
2018
Q1 | $15K | Hold |
270
| – | – | ﹤0.01% | 743 |
|
|
2017
Q4 | $15K | Hold |
270
| – | – | ﹤0.01% | 741 |
|
|
2017
Q3 | $15K | Hold |
270
| – | – | ﹤0.01% | 735 |
|
|
2017
Q2 | $13K | Hold |
270
| – | – | ﹤0.01% | 783 |
|
|
2017
Q1 | $13K | Hold |
270
| – | – | ﹤0.01% | 771 |
|
|
2016
Q4 | $13K | Hold |
270
| – | – | ﹤0.01% | 738 |
|
|
2016
Q3 | $11K | Hold |
270
| – | – | ﹤0.01% | 805 |
|
|
2016
Q2 | $11K | Hold |
270
| – | – | ﹤0.01% | 770 |
|
|
2016
Q1 | $11K | Sell |
270
-39
| -13% | -$1.59K | ﹤0.01% | 750 |
|
|
2015
Q4 | $12K | Hold |
309
| – | – | ﹤0.01% | 705 |
|
|
2015
Q3 | $12K | Buy |
309
+268
| +654% | +$10.4K | ﹤0.01% | 687 |
|
|
2015
Q2 | $2K | Buy |
41
+17
| +71% | +$829 | ﹤0.01% | 989 |
|
|
2015
Q1 | $1K | Sell |
24
-34
| -59% | -$1.42K | ﹤0.01% | 789 |
|
|
2014
Q4 | $2K | Sell |
58
-72
| -55% | -$2.48K | ﹤0.01% | 673 |
|
|
2014
Q3 | $6K | Sell |
130
-470
| -78% | -$21.7K | ﹤0.01% | 643 |
|
|
2014
Q2 | $31K | Buy |
600
+470
| +362% | +$24.3K | 0.01% | 390 |
|
|
2014
Q1 | $6K | Buy |
130
+96
| +282% | +$4.43K | ﹤0.01% | 627 |
|
|
2013
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 771 |
|
|
2013
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 754 |
|
|
2013
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 587 |
|