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Ellis Investment Partners’s Toronto Dominion Bank TD Stock Holding History

Ellis Investment Partners’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,228
Closed -$136K – 683
2022
Q3 		$136K Buy
2,228
+3
+0.1% +$194 0.04% 258
2022
Q2 		$145K Buy
2,225
+3
+0.1% +$218 0.04% 254
2022
Q1 		$176K Buy
2,222
+3
+0.1% +$242 0.04% 240
2021
Q4 		$170K Buy
2,219
+3
+0.1% +$219 0.04% 253
2021
Q3 		$146K Buy
2,216
+2
+0.1% +$133 0.04% 259
2021
Q2 		$155K Buy
2,214
+3
+0.1% +$210 0.04% 243
2021
Q1 		$144K Sell
2,211
-255
-10% -$15.6K 0.04% 249
2020
Q4 		$139K Buy
2,466
+7
+0.3% +$355 0.04% 241
2020
Q3 		$113K Buy
2,459
+259
+12% +$12.1K 0.04% 249
2020
Q2 		$96K Buy
2,200
+4
+0.2% +$170 0.04% 259
2020
Q1 		$87K Buy
2,196
+219
+11% +$11.2K 0.04% 217
2019
Q4 		$111K Sell
1,977
-248
-11% -$14.1K 0.04% 219
2019
Q3 		$126K Buy
2,225
+253
+13% +$14.4K 0.05% 199
2019
Q2 		$115K Buy
+1,972
New +$111K 0.04% 209

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