HMS Capital Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,781
| Closed | -$503K | – | 123 |
|
|
2023
Q4 | $503K | Sell |
7,781
-387
| -5% | -$23.2K | 0.31% | 63 |
|
|
2023
Q3 | $492K | Sell |
8,168
-366
| -4% | -$22.8K | 0.33% | 59 |
|
|
2023
Q2 | $529K | Sell |
8,534
-1,218
| -12% | -$73.3K | 0.32% | 62 |
|
|
2023
Q1 | $584K | Buy |
9,752
+385
| +4% | +$24.9K | 0.37% | 56 |
|
|
2022
Q4 | $607K | Sell |
9,367
-4,339
| -32% | -$280K | 0.41% | 52 |
|
|
2022
Q3 | $841K | Sell |
13,706
-71
| -0.5% | -$4.6K | 0.51% | 45 |
|
|
2022
Q2 | $904K | Buy |
13,777
+3,139
| +30% | +$228K | 0.53% | 41 |
|
|
2022
Q1 | $845K | Buy |
+10,638
| New | +$857K | 0.39% | 61 |
|
|
2020
Q1 | – | Sell |
-19,251
| Closed | -$1.08M | – | 153 |
|
|
2019
Q4 | $1.08M | Sell |
19,251
-18,910
| -50% | -$1.07M | 0.62% | 59 |
|
|
2019
Q3 | $2.27M | Buy |
38,161
+18,638
| +95% | +$1.06M | 1.15% | 24 |
|
|
2019
Q2 | $1.14M | Sell |
19,523
-2,770
| -12% | -$156K | 0.66% | 52 |
|
|
2019
Q1 | $1.21M | Sell |
22,293
-14,279
| -39% | -$789K | 0.71% | 53 |
|
|
2018
Q4 | $2.03M | Buy |
36,572
+17,572
| +92% | +$962K | 1.3% | 27 |
|
|
2018
Q3 | $1.16M | Buy |
19,000
+1,795
| +10% | +$107K | 0.73% | 53 |
|
|
2018
Q2 | $995K | Sell |
17,205
-105
| -0.6% | -$6.01K | 0.7% | 58 |
|
|
2018
Q1 | $984K | Sell |
17,310
-2,776
| -14% | -$162K | 0.8% | 57 |
|
|
2017
Q4 | $1.18M | Buy |
20,086
+26
| +0.1% | +$1.49K | 1.05% | 35 |
|
|
2017
Q3 | $1.13M | Sell |
20,060
-701
| -3% | -$36.8K | 1.12% | 28 |
|
|
2017
Q2 | $1.05M | Buy |
20,761
+336
| +2% | +$16.2K | 1.09% | 38 |
|
|
2017
Q1 | $957K | Buy |
20,425
+616
| +3% | +$31.5K | 0.98% | 44 |
|
|
2016
Q4 | $977K | Buy |
19,809
+1,653
| +9% | +$77.3K | 1.14% | 38 |
|
|
2016
Q3 | $806K | Buy |
+18,156
| New | +$796K | 0.86% | 55 |
|
Other funds holding TD
