CPWM LLC’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-7,607
Closed -$413K 283
2019
Q1
$413K Sell
7,607
-7,521
-50% -$408K 0.06% 187
2018
Q4
$752K Sell
15,128
-2,445
-14% -$122K 0.12% 119
2018
Q3
$1.07M Sell
17,573
-322
-2% -$19.6K 0.15% 103
2018
Q2
$1.04M Buy
17,895
+337
+2% +$19.5K 0.16% 106
2018
Q1
$998K Buy
+17,558
New +$998K 0.16% 113