Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,548
| Closed | -$226K | – | 660 |
|
|
2014
Q3 | $226K | Sell |
4,548
-34
| -0.7% | -$1.69K | 0.03% | 467 |
|
|
2014
Q2 | $228K | Hold |
4,582
| – | – | 0.03% | 482 |
|
|
2014
Q1 | $213K | Hold |
4,582
| – | – | 0.03% | 491 |
|
|
2013
Q4 | $217K | Buy |
4,582
+84
| +2% | +$3.98K | 0.03% | 470 |
|
|
2013
Q3 | $202K | Buy |
+4,498
| New | +$202K | 0.03% | 483 |
|