Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,622
| Closed | -$106K | – | 798 |
|
|
2022
Q2 | $106K | Hold |
1,622
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $129K | Hold |
1,622
| – | – | 0.02% | 225 |
|
|
2021
Q4 | $124K | Buy |
1,622
+524
| +48% | +$40.1K | 0.01% | 229 |
|
|
2021
Q3 | $73K | Hold |
1,098
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $77K | Hold |
1,098
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $72K | Hold |
1,098
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $62K | Buy |
+1,098
| New | +$62K | 0.01% | 272 |
|