Family Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,500
| Closed | -$680K | – | 172 |
|
|
2022
Q4 | $680K | Hold |
10,500
| – | – | 0.17% | 74 |
|
|
2022
Q3 | $644K | Hold |
10,500
| – | – | 0.17% | 73 |
|
|
2022
Q2 | $689K | Buy |
+10,500
| New | +$689K | 0.19% | 75 |
|
|
2020
Q2 | – | Sell |
-7,115
| Closed | -$302K | – | 173 |
|
|
2020
Q1 | $302K | Buy |
+7,115
| New | +$302K | 0.15% | 94 |
|
|
2018
Q1 | – | Sell |
-76,862
| Closed | -$4.5M | – | 70 |
|
|
2017
Q4 | $4.5M | Sell |
76,862
-1,445
| -2% | -$84.7K | 3.14% | 14 |
|
|
2017
Q3 | $4.41M | Sell |
78,307
-1,565
| -2% | -$88.1K | 3.02% | 13 |
|
|
2017
Q2 | $4.02M | Buy |
79,872
+8,935
| +13% | +$450K | 2.77% | 19 |
|
|
2017
Q1 | $3.55M | Sell |
70,937
-1,813
| -2% | -$90.8K | 2.45% | 19 |
|
|
2016
Q4 | $3.59M | Sell |
72,750
-2,775
| -4% | -$137K | 2.46% | 18 |
|
|
2016
Q3 | $3.35M | Buy |
75,525
+150
| +0.2% | +$6.66K | 1.9% | 22 |
|
|
2016
Q2 | $3.24M | Buy |
+75,375
| New | +$3.24M | 1.83% | 22 |
|