EWM
Evercore Wealth Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-649
| Closed | -$38K | – | 738 |
|
|
2017
Q4 | $38K | Hold |
649
| – | – | ﹤0.01% | 622 |
|
|
2017
Q3 | $37K | Hold |
649
| – | – | ﹤0.01% | 615 |
|
|
2017
Q2 | $33K | Sell |
649
-73
| -10% | -$3.71K | ﹤0.01% | 635 |
|
|
2017
Q1 | $36K | Buy |
722
+160
| +28% | +$7.98K | ﹤0.01% | 656 |
|
|
2016
Q4 | $28K | Buy |
562
+377
| +204% | +$18.8K | ﹤0.01% | 707 |
|
|
2016
Q3 | $8K | Buy |
185
+81
| +78% | +$3.5K | ﹤0.01% | 893 |
|
|
2016
Q2 | $4K | Sell |
104
-175
| -63% | -$6.73K | ﹤0.01% | 958 |
|
|
2016
Q1 | $12K | Hold |
279
| – | – | ﹤0.01% | 792 |
|
|
2015
Q4 | $11K | Hold |
279
| – | – | ﹤0.01% | 846 |
|
|
2015
Q3 | $11K | Sell |
279
-104
| -27% | -$4.1K | ﹤0.01% | 826 |
|
|
2015
Q2 | $15K | Sell |
383
-1,243
| -76% | -$48.7K | ﹤0.01% | 841 |
|
|
2015
Q1 | $69K | Buy |
1,626
+1,418
| +682% | +$60.2K | ﹤0.01% | 586 |
|
|
2014
Q4 | $10K | Buy |
208
+8
| +4% | +$385 | ﹤0.01% | 745 |
|
|
2014
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 819 |
|
|
2014
Q2 | $10K | Sell |
200
-178
| -47% | -$8.9K | ﹤0.01% | 840 |
|
|
2014
Q1 | $18K | Sell |
378
-811
| -68% | -$38.6K | ﹤0.01% | 757 |
|
|
2013
Q4 | $112K | Buy |
1,189
+830
| +231% | +$78.2K | 0.01% | 440 |
|
|
2013
Q3 | $32K | Buy |
359
+170
| +90% | +$15.2K | ﹤0.01% | 620 |
|
|
2013
Q2 | $15K | Buy |
+189
| New | +$15K | ﹤0.01% | 688 |
|