Crescent Grove Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,791
| Closed | -$381K | – | 296 |
|
|
2022
Q1 | $381K | Buy |
4,791
+1,209
| +34% | +$96.1K | 0.04% | 199 |
|
|
2021
Q4 | $275K | Buy |
3,582
+99
| +3% | +$7.6K | 0.03% | 246 |
|
|
2021
Q3 | $230K | Sell |
3,483
-1,427
| -29% | -$94.2K | 0.02% | 237 |
|
|
2021
Q2 | $344K | Buy |
4,910
+876
| +22% | +$61.4K | 0.04% | 177 |
|
|
2021
Q1 | $263K | Buy |
+4,034
| New | +$263K | 0.03% | 177 |
|