Copeland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-51
| Closed | -$3.08K | – | 241 |
|
|
2024
Q1 | $3.08K | Hold |
51
| – | – | ﹤0.01% | 249 |
|
|
2023
Q4 | $3.3K | Hold |
51
| – | – | ﹤0.01% | 236 |
|
|
2023
Q3 | $3.07K | Hold |
51
| – | – | ﹤0.01% | 243 |
|
|
2023
Q2 | $3.16K | Hold |
51
| – | – | ﹤0.01% | 266 |
|
|
2023
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 246 |
|
|
2022
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $3K | Sell |
51
-10
| -16% | -$588 | ﹤0.01% | 234 |
|
|
2022
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 224 |
|
|
2022
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 219 |
|
|
2021
Q4 | $5K | Hold |
61
| – | – | ﹤0.01% | 219 |
|
|
2021
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 222 |
|
|
2021
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 222 |
|
|
2021
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 221 |
|
|
2020
Q4 | $3K | Sell |
61
-11
| -15% | -$541 | ﹤0.01% | 230 |
|
|
2020
Q3 | $3K | Buy |
72
+9
| +14% | +$375 | ﹤0.01% | 210 |
|
|
2020
Q2 | $3K | Buy |
63
+14
| +29% | +$667 | ﹤0.01% | 201 |
|
|
2020
Q1 | $2K | Buy |
49
+15
| +44% | +$612 | ﹤0.01% | 232 |
|
|
2019
Q4 | $2K | Sell |
34
-9
| -21% | -$529 | ﹤0.01% | 259 |
|
|
2019
Q3 | $3K | Buy |
43
+7
| +19% | +$488 | ﹤0.01% | 224 |
|
|
2019
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 256 |
|