Hendershot Investments’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,620
| Closed | -$219K | – | 136 |
|
2024
Q1 | $219K | Hold |
3,620
| – | – | 0.03% | 111 |
|
2023
Q4 | $234K | Hold |
3,620
| – | – | 0.04% | 111 |
|
2023
Q3 | $218K | Hold |
3,620
| – | – | 0.04% | 114 |
|
2023
Q2 | $224K | Hold |
3,620
| – | – | 0.04% | 119 |
|
2023
Q1 | $217K | Sell |
3,620
-350
| -9% | -$21K | 0.04% | 123 |
|
2022
Q4 | $257K | Hold |
3,970
| – | – | 0.04% | 119 |
|
2022
Q3 | $243K | Sell |
3,970
-300
| -7% | -$18.4K | 0.05% | 118 |
|
2022
Q2 | $280K | Hold |
4,270
| – | – | 0.05% | 116 |
|
2022
Q1 | $339K | Hold |
4,270
| – | – | 0.05% | 114 |
|
2021
Q4 | $327K | Buy |
+4,270
| New | +$327K | 0.05% | 117 |
|