Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,963
| Closed | -$615K | – | 193 |
|
|
2019
Q4 | $615K | Buy |
+10,963
| New | +$615K | 0.21% | 156 |
|
|
2019
Q2 | – | Sell |
-5,968
| Closed | -$324K | – | 422 |
|
|
2019
Q1 | $324K | Sell |
5,968
-27,459
| -82% | -$1.49M | 0.12% | 260 |
|
|
2018
Q4 | $1.66M | Buy |
33,427
+29,407
| +732% | +$1.46M | 0.68% | 32 |
|
|
2018
Q3 | $244K | Sell |
4,020
-839
| -17% | -$50.9K | 0.11% | 277 |
|
|
2018
Q2 | $281K | Sell |
4,859
-2,769
| -36% | -$160K | 0.14% | 273 |
|
|
2018
Q1 | $434K | Buy |
+7,628
| New | +$434K | 0.27% | 142 |
|
|
2017
Q4 | – | Sell |
-4,711
| Closed | -$265K | – | 398 |
|
|
2017
Q3 | $265K | Buy |
+4,711
| New | +$265K | 0.26% | 181 |
|
|
2016
Q3 | – | Sell |
-30,213
| Closed | -$1.3M | – | 275 |
|
|
2016
Q2 | $1.3M | Buy |
+30,213
| New | +$1.3M | 0.75% | 39 |
|
|
2015
Q3 | – | Sell |
-25,695
| Closed | -$1.09M | – | 320 |
|
|
2015
Q2 | $1.09M | Buy |
+25,695
| New | +$1.09M | 0.45% | 81 |
|
|
2014
Q3 | – | Sell |
-15,015
| Closed | -$825K | – | 362 |
|
|
2014
Q2 | $825K | Buy |
+15,015
| New | +$825K | 0.3% | 105 |
|