Graves Light Lenhart Wealth’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$131K | – | 546 |
|
|
2022
Q2 | $131K | Hold |
2,000
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $159K | Hold |
2,000
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $153K | Hold |
2,000
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $132K | Hold |
2,000
| – | – | 0.02% | 231 |
|
|
2021
Q2 | $140K | Hold |
2,000
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $130K | Hold |
2,000
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $113K | Buy |
+2,000
| New | +$113K | 0.02% | 242 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$225K | – | 178 |
|
|
2019
Q4 | $225K | Hold |
4,000
| – | – | 0.05% | 154 |
|
|
2019
Q3 | $228K | Hold |
4,000
| – | – | 0.05% | 155 |
|
|
2019
Q2 | $233K | Hold |
4,000
| – | – | 0.06% | 142 |
|
|
2019
Q1 | $217K | Buy |
+4,000
| New | +$217K | 0.06% | 142 |
|