Evolution Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-760
| Closed | -$50K | – | 575 |
|
|
2021
Q3 | $50K | Buy |
760
+150
| +25% | +$9.87K | 0.01% | 212 |
|
|
2021
Q2 | $43K | Hold |
610
| – | – | 0.01% | 223 |
|
|
2021
Q1 | $40K | Buy |
610
+170
| +39% | +$11.1K | 0.01% | 218 |
|
|
2020
Q4 | $25K | Buy |
+440
| New | +$25K | 0.01% | 238 |
|
|
2019
Q1 | – | Sell |
-269
| Closed | -$13K | – | 148 |
|
|
2018
Q4 | $13K | Buy |
+269
| New | +$13K | 0.01% | 121 |
|