Financial Counselors Inc’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
Q3 | – | Sell |
-4,341
| Closed | -$269K | – | 568 |
|
|
2023
Q2 | $269K | Sell |
4,341
-5
| -0.1% | -$310 | 0.01% | 445 |
|
|
2023
Q1 | $260K | Sell |
4,346
-286
| -6% | -$17.1K | 0.01% | 446 |
|
|
2022
Q4 | $300K | Sell |
4,632
-96
| -2% | -$6.22K | 0.01% | 430 |
|
|
2022
Q3 | $290K | Sell |
4,728
-650
| -12% | -$39.9K | 0.01% | 417 |
|
|
2022
Q2 | $353K | Buy |
5,378
+225
| +4% | +$14.8K | 0.01% | 402 |
|
|
2022
Q1 | $409K | Buy |
5,153
+2,332
| +83% | +$185K | 0.01% | 384 |
|
|
2021
Q4 | $216K | Sell |
2,821
-2,306
| -45% | -$177K | ﹤0.01% | 488 |
|
|
2021
Q3 | $339K | Hold |
5,127
| – | – | 0.01% | 427 |
|
|
2021
Q2 | $359K | Sell |
5,127
-543
| -10% | -$38K | 0.01% | 410 |
|
|
2021
Q1 | $370K | Sell |
5,670
-17
| -0.3% | -$1.11K | 0.01% | 402 |
|
|
2020
Q4 | $321K | Sell |
5,687
-950
| -14% | -$53.6K | 0.01% | 420 |
|
|
2020
Q3 | $307K | Sell |
6,637
-235
| -3% | -$10.9K | 0.01% | 402 |
|
|
2020
Q2 | $307K | Buy |
+6,872
| New | +$307K | 0.01% | 409 |
|