CIA
Choate Investment Advisors’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,350
| Closed | -$447K | – | 280 |
|
|
2015
Q4 | $447K | Buy |
+9,350
| New | +$447K | 0.03% | 178 |
|
|
2015
Q1 | – | Sell |
-9,350
| Closed | -$447K | – | 275 |
|
|
2014
Q4 | $447K | Hold |
9,350
| – | – | 0.03% | 179 |
|
|
2014
Q3 | $462K | Hold |
9,350
| – | – | 0.03% | 176 |
|
|
2014
Q2 | $481K | Sell |
9,350
-1,174
| -11% | -$60.4K | 0.03% | 183 |
|
|
2014
Q1 | $494K | Buy |
10,524
+5,211
| +98% | +$245K | 0.03% | 178 |
|
|
2013
Q4 | $501K | Sell |
5,313
-51
| -1% | -$4.81K | 0.03% | 174 |
|
|
2013
Q3 | $483K | Sell |
5,364
-2,950
| -35% | -$265K | 0.04% | 169 |
|
|
2013
Q2 | $668K | Buy |
+8,314
| New | +$668K | 0.05% | 142 |
|