Heritage Way Advisors’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,275
Closed -$382K 62
2018
Q3
$382K Buy
6,275
+725
+13% +$44.1K 0.26% 49
2018
Q2
$321K Buy
5,550
+350
+7% +$20.2K 0.24% 51
2018
Q1
$296K Buy
5,200
+175
+3% +$9.96K 0.23% 52
2017
Q4
$294K Buy
+5,025
New +$294K 0.22% 54