Haverford Trust Company’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 |
-3,243
| Closed | -$210K | – | 372 |
|
|
2022
Q4 | $210K | Sell |
3,243
-114
| -3% | -$7.38K | ﹤0.01% | 322 |
|
|
2022
Q3 | $206K | Buy |
3,357
+114
| +4% | +$7K | ﹤0.01% | 324 |
|
|
2022
Q2 | $213K | Sell |
3,243
-800
| -20% | -$52.5K | ﹤0.01% | 321 |
|
|
2022
Q1 | $321K | Hold |
4,043
| – | – | ﹤0.01% | 299 |
|
|
2021
Q4 | $310K | Buy |
4,043
+250
| +7% | +$19.2K | ﹤0.01% | 308 |
|
|
2021
Q3 | $251K | Hold |
3,793
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $266K | Hold |
3,793
| – | – | ﹤0.01% | 309 |
|
|
2021
Q1 | $247K | Hold |
3,793
| – | – | ﹤0.01% | 286 |
|
|
2020
Q4 | $214K | Buy |
+3,793
| New | +$214K | ﹤0.01% | 284 |
|
|
2020
Q1 | – | Sell |
-4,344
| Closed | -$244K | – | 294 |
|
|
2019
Q4 | $244K | Buy |
+4,344
| New | +$244K | ﹤0.01% | 276 |
|
|
2019
Q3 | – | Sell |
-13,675
| Closed | -$798K | – | 302 |
|
|
2019
Q2 | $798K | Buy |
13,675
+1
| +0% | +$58 | 0.01% | 176 |
|
|
2019
Q1 | $743K | Sell |
13,674
-1,925
| -12% | -$105K | 0.01% | 182 |
|
|
2018
Q4 | $776K | Hold |
15,599
| – | – | 0.02% | 172 |
|
|
2018
Q3 | $948K | Sell |
15,599
-458
| -3% | -$27.8K | 0.02% | 166 |
|
|
2018
Q2 | $929K | Sell |
16,057
-870
| -5% | -$50.3K | 0.02% | 162 |
|
|
2018
Q1 | $962K | Buy |
16,927
+458
| +3% | +$26K | 0.02% | 158 |
|
|
2017
Q4 | $965K | Sell |
16,469
-668
| -4% | -$39.1K | 0.02% | 156 |
|
|
2017
Q3 | $964K | Buy |
17,137
+6,990
| +69% | +$393K | 0.02% | 143 |
|
|
2017
Q2 | $511K | Buy |
10,147
+1,040
| +11% | +$52.4K | 0.01% | 173 |
|
|
2017
Q1 | $456K | Buy |
9,107
+480
| +6% | +$24K | 0.01% | 181 |
|
|
2016
Q4 | $426K | Sell |
8,627
-534
| -6% | -$26.4K | 0.01% | 180 |
|
|
2016
Q3 | $407K | Sell |
9,161
-197
| -2% | -$8.75K | 0.01% | 185 |
|
|
2016
Q2 | $402K | Sell |
9,358
-1,331
| -12% | -$57.2K | 0.01% | 180 |
|
|
2016
Q1 | $461K | Sell |
10,689
-672
| -6% | -$29K | 0.01% | 168 |
|
|
2015
Q4 | $445K | Buy |
11,361
+534
| +5% | +$20.9K | 0.01% | 172 |
|
|
2015
Q3 | $427K | Buy |
10,827
+4,825
| +80% | +$190K | 0.01% | 173 |
|
|
2015
Q2 | $255K | Hold |
6,002
| – | – | 0.01% | 198 |
|
|
2015
Q1 | $257K | Buy |
6,002
+1,355
| +29% | +$58K | 0.01% | 204 |
|
|
2014
Q4 | $222K | Buy |
+4,647
| New | +$222K | 0.01% | 216 |
|