Cerity Partners OCIO’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
Q1 | – | Sell |
-3,610
| Closed | -$206K | – | 336 |
|
|
2019
Q4 | $206K | Buy |
3,610
+23
| +0.6% | +$1.31K | 0.01% | 324 |
|
|
2019
Q3 | $209K | Buy |
3,587
+11
| +0.3% | +$641 | 0.01% | 308 |
|
|
2019
Q2 | $209K | Buy |
+3,576
| New | +$209K | 0.01% | 301 |
|
|
2018
Q4 | – | Sell |
-3,570
| Closed | -$217K | – | 322 |
|
|
2018
Q3 | $217K | Sell |
3,570
-110
| -3% | -$6.69K | 0.01% | 268 |
|
|
2018
Q2 | $213K | Sell |
3,680
-128
| -3% | -$7.41K | 0.01% | 250 |
|
|
2018
Q1 | $216K | Buy |
3,808
+10
| +0.3% | +$567 | 0.01% | 243 |
|
|
2017
Q4 | $222K | Buy |
3,798
+153
| +4% | +$8.94K | 0.01% | 243 |
|
|
2017
Q3 | $205K | Buy |
+3,645
| New | +$205K | 0.01% | 241 |
|