Cascade 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$18K | – | 209 |
|
|
2023
Q1 | $18K | Buy |
+300
| New | +$18K | 0.01% | 194 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$19.7K | – | 203 |
|
|
2022
Q2 | $19.7K | Hold |
300
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $23.8K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2021
Q4 | $23K | Hold |
300
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $19.8K | Hold |
300
| – | – | 0.01% | 206 |
|
|
2021
Q2 | $21K | Hold |
300
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $19.6K | Hold |
300
| – | – | 0.01% | 205 |
|
|
2020
Q4 | $16.9K | Hold |
300
| – | – | 0.01% | 207 |
|
|
2020
Q3 | $13.9K | Hold |
300
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $13.4K | Hold |
300
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $12.7K | Hold |
300
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $16.8K | Hold |
300
| – | – | 0.01% | 200 |
|
|
2019
Q3 | $17.5K | Hold |
300
| – | – | 0.01% | 198 |
|
|
2019
Q2 | $17.5K | Hold |
300
| – | – | 0.01% | 188 |
|
|
2019
Q1 | $16.3K | Hold |
300
| – | – | 0.01% | 178 |
|
|
2018
Q4 | $14.9K | Sell |
300
-183
| -38% | -$9.1K | 0.02% | 181 |
|
|
2018
Q3 | $29.4K | Hold |
483
| – | – | 0.02% | 152 |
|
|
2018
Q2 | $27.9K | Hold |
483
| – | – | 0.02% | 151 |
|
|
2018
Q1 | $27.5K | Hold |
483
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $28.3K | Buy |
+483
| New | +$28.3K | 0.02% | 146 |
|