Cornerstone Advisors (Washington)’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $235K | Buy |
5,075
+116
| +2% | +$5.37K | 0.03% | 96 |
|
2020
Q2 | $221K | Buy |
4,959
+1,254
| +34% | +$55.9K | 0.02% | 90 |
|
2020
Q1 | $157K | Sell |
3,705
-74
| -2% | -$3.14K | 0.02% | 100 |
|
2019
Q4 | $212K | Sell |
3,779
-16
| -0.4% | -$898 | 0.03% | 95 |
|
2019
Q3 | $221K | Buy |
3,795
+49
| +1% | +$2.85K | 0.03% | 77 |
|
2019
Q2 | $219K | Buy |
3,746
+193
| +5% | +$11.3K | 0.02% | 139 |
|
2019
Q1 | $193K | Buy |
3,553
+309
| +10% | +$16.8K | 0.02% | 141 |
|
2018
Q4 | $161K | Sell |
3,244
-897
| -22% | -$44.5K | 0.03% | 144 |
|
2018
Q3 | $252K | Buy |
4,141
+24
| +0.6% | +$1.46K | 0.16% | 100 |
|
2018
Q2 | $238K | Buy |
4,117
+1,371
| +50% | +$79.3K | 0.16% | 101 |
|
2018
Q1 | $156K | Buy |
2,746
+427
| +18% | +$24.3K | 0.11% | 142 |
|
2017
Q4 | $136K | Hold |
2,319
| – | – | 0.09% | 158 |
|
2017
Q3 | $130K | Hold |
2,319
| – | – | 0.09% | 162 |
|
2017
Q2 | $117K | Buy |
2,319
+114
| +5% | +$5.75K | 0.07% | 167 |
|
2017
Q1 | $110K | Hold |
2,205
| – | – | 0.06% | 177 |
|
2016
Q4 | $109K | Hold |
2,205
| – | – | 0.09% | 165 |
|
2016
Q3 | $98K | Buy |
2,205
+2,094
| +1,886% | +$93.1K | 0.08% | 178 |
|
2016
Q2 | $5K | Hold |
111
| – | – | 0.01% | 573 |
|
2016
Q1 | $5K | Buy |
111
+73
| +192% | +$3.29K | 0.01% | 568 |
|
2015
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 856 |
|
2015
Q3 | – | Sell |
-59
| Closed | -$3K | – | 919 |
|
2015
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 532 |
|
2015
Q1 | $3K | Sell |
59
-9
| -13% | -$458 | ﹤0.01% | 544 |
|
2014
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 513 |
|