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 |
|