Greenleaf Trust’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 |
-10,212
| Closed | -$573K | – | 590 |
|
|
2019
Q4 | $573K | Sell |
10,212
-1,296
| -11% | -$72.7K | 0.01% | 267 |
|
|
2019
Q3 | $670K | Hold |
11,508
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $672K | Hold |
11,508
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $625K | Sell |
11,508
-2,249
| -16% | -$122K | 0.01% | 221 |
|
|
2018
Q4 | $684K | Buy |
13,757
+7,744
| +129% | +$385K | 0.01% | 203 |
|
|
2018
Q3 | $366K | Hold |
6,013
| – | – | 0.01% | 342 |
|
|
2018
Q2 | $348K | Buy |
6,013
+180
| +3% | +$10.4K | 0.01% | 341 |
|
|
2018
Q1 | $332K | Hold |
5,833
| – | – | 0.01% | 311 |
|
|
2017
Q4 | $342K | Hold |
5,833
| – | – | 0.01% | 311 |
|
|
2017
Q3 | $328K | Buy |
+5,833
| New | +$328K | 0.01% | 292 |
|
|
2017
Q2 | – | Sell |
-5,124
| Closed | -$257K | – | 385 |
|
|
2017
Q1 | $257K | Hold |
5,124
| – | – | 0.01% | 249 |
|
|
2016
Q4 | $253K | Buy |
5,124
+128
| +3% | +$6.32K | 0.01% | 198 |
|
|
2016
Q3 | $222K | Buy |
+4,996
| New | +$222K | 0.01% | 186 |
|