Eastover Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-90,233
| Closed | -$5.83M | – | 51 |
|
|
2023
Q4 | $5.83M | Buy |
90,233
+2,565
| +3% | +$166K | 3.08% | 19 |
|
|
2023
Q3 | $5.28M | Buy |
87,668
+1,444
| +2% | +$87K | 3.18% | 17 |
|
|
2023
Q2 | $5.35M | Buy |
86,224
+317
| +0.4% | +$19.7K | 2.85% | 18 |
|
|
2023
Q1 | $5.15M | Buy |
85,907
+899
| +1% | +$53.9K | 2.88% | 21 |
|
|
2022
Q4 | $5.51M | Buy |
85,008
+1,074
| +1% | +$69.6K | 3.15% | 18 |
|
|
2022
Q3 | $5.02M | Buy |
83,934
+1,371
| +2% | +$82K | 3.13% | 16 |
|
|
2022
Q2 | $5.41M | Buy |
82,563
+1,535
| +2% | +$101K | 3.3% | 15 |
|
|
2022
Q1 | $6.44M | Buy |
81,028
+7,530
| +10% | +$598K | 3.39% | 7 |
|
|
2021
Q4 | $5.64M | Buy |
73,498
+1,082
| +1% | +$83K | 3.26% | 12 |
|
|
2021
Q3 | $4.79M | Buy |
72,416
+1,821
| +3% | +$120K | 3.12% | 15 |
|
|
2021
Q2 | $4.95M | Buy |
70,595
+2,793
| +4% | +$196K | 3.21% | 13 |
|
|
2021
Q1 | $4.42M | Sell |
67,802
-893
| -1% | -$58.2K | 3.12% | 15 |
|
|
2020
Q4 | $3.88M | Sell |
68,695
-1,170
| -2% | -$66K | 2.69% | 20 |
|
|
2020
Q3 | $3.23M | Buy |
69,865
+2,056
| +3% | +$95.1K | 2.45% | 23 |
|
|
2020
Q2 | $3.03M | Buy |
67,809
+4,412
| +7% | +$197K | 2.5% | 27 |
|
|
2020
Q1 | $2.69M | Buy |
+63,397
| New | +$2.69M | 2.61% | 25 |
|