Hennion & Walsh Asset Management’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 |
-5,365
| Closed | -$347K | – | 800 |
|
2022
Q4 | $347K | Sell |
5,365
-29
| -0.5% | -$1.88K | 0.02% | 586 |
|
2022
Q3 | $331K | Sell |
5,394
-152
| -3% | -$9.33K | 0.02% | 579 |
|
2022
Q2 | $364K | Buy |
5,546
+174
| +3% | +$11.4K | 0.02% | 568 |
|
2022
Q1 | $427K | Sell |
5,372
-90
| -2% | -$7.15K | 0.02% | 547 |
|
2021
Q4 | $419K | Sell |
5,462
-9
| -0.2% | -$690 | 0.02% | 578 |
|
2021
Q3 | $362K | Buy |
5,471
+724
| +15% | +$47.9K | 0.02% | 590 |
|
2021
Q2 | $333K | Buy |
+4,747
| New | +$333K | 0.02% | 594 |
|