Cordasco Financial Network’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,114
| Closed | -$858K | – | 405 |
|
|
2018
Q3 | $858K | Hold |
14,114
| – | – | 0.82% | 15 |
|
|
2018
Q2 | $817K | Hold |
14,114
| – | – | 0.8% | 17 |
|
|
2018
Q1 | $802K | Hold |
14,114
| – | – | 0.86% | 13 |
|
|
2017
Q4 | $827K | Hold |
14,114
| – | – | 0.86% | 13 |
|
|
2017
Q3 | $794K | Hold |
14,114
| – | – | 0.87% | 15 |
|
|
2017
Q2 | $711K | Hold |
14,114
| – | – | 0.81% | 16 |
|
|
2017
Q1 | $707K | Hold |
14,114
| – | – | 0.81% | 16 |
|
|
2016
Q4 | $696K | Hold |
14,114
| – | – | 0.79% | 22 |
|
|
2016
Q3 | $606K | Hold |
14,114
| – | – | 0.69% | 28 |
|
|
2016
Q2 | $606K | Sell |
14,114
-580
| -4% | -$24.9K | 0.69% | 28 |
|
|
2016
Q1 | $634K | Hold |
14,694
| – | – | 0.71% | 29 |
|
|
2015
Q4 | $576K | Hold |
14,694
| – | – | 0.51% | 37 |
|
|
2015
Q3 | $579K | Hold |
14,694
| – | – | 0.48% | 41 |
|
|
2015
Q2 | $625K | Hold |
14,694
| – | – | 0.49% | 38 |
|
|
2015
Q1 | $630K | Buy |
14,694
+580
| +4% | +$24.9K | 0.45% | 53 |
|
|
2014
Q4 | $674K | Hold |
14,114
| – | – | 0.52% | 51 |
|
|
2014
Q3 | $697K | Hold |
14,114
| – | – | 0.53% | 50 |
|
|
2014
Q2 | $726K | Hold |
14,114
| – | – | 0.56% | 53 |
|
|
2014
Q1 | $663K | Hold |
14,114
| – | – | 0.53% | 57 |
|
|
2013
Q4 | $665K | Buy |
+14,114
| New | +$665K | 0.49% | 55 |
|