Columbia Trust’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
Q4 | $242K | Sell |
3,750
-130
| -3% | -$8.4K | 0.11% | 128 |
|
|
2023
Q3 | $234K | Hold |
3,880
| – | – | 0.14% | 120 |
|
|
2023
Q2 | $241K | Hold |
3,880
| – | – | 0.14% | 117 |
|
|
2023
Q1 | $232K | Hold |
3,880
| – | – | 0.13% | 120 |
|
|
2022
Q4 | $251K | Sell |
3,880
-489
| -11% | -$31.7K | 0.14% | 123 |
|
|
2022
Q3 | $268K | Hold |
4,369
| – | – | 0.15% | 115 |
|
|
2022
Q2 | $287K | Hold |
4,369
| – | – | 0.15% | 115 |
|
|
2022
Q1 | $325K | Buy |
4,369
+725
| +20% | +$53.9K | 0.15% | 120 |
|
|
2021
Q4 | $241K | Hold |
3,644
| – | – | 0.13% | 124 |
|
|
2021
Q3 | $241K | Hold |
3,644
| – | – | 0.13% | 125 |
|
|
2021
Q2 | $255K | Hold |
3,644
| – | – | 0.15% | 124 |
|
|
2021
Q1 | $237K | Sell |
3,644
-288
| -7% | -$18.7K | 0.15% | 126 |
|
|
2020
Q4 | $221K | Buy |
+3,932
| New | +$221K | 0.15% | 129 |
|
|
2020
Q1 | – | Sell |
-4,490
| Closed | -$252K | – | 124 |
|
|
2019
Q4 | $252K | Buy |
+4,490
| New | +$252K | 0.22% | 113 |
|