HMS Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,781
| Closed | -$503K | – | 123 |
|
|
2023
Q4 | $503K | Sell |
7,781
-387
| -5% | -$25K | 0.31% | 63 |
|
|
2023
Q3 | $492K | Sell |
8,168
-366
| -4% | -$22.1K | 0.33% | 59 |
|
|
2023
Q2 | $529K | Sell |
8,534
-1,218
| -12% | -$75.5K | 0.32% | 62 |
|
|
2023
Q1 | $584K | Buy |
9,752
+385
| +4% | +$23.1K | 0.37% | 56 |
|
|
2022
Q4 | $607K | Sell |
9,367
-4,339
| -32% | -$281K | 0.35% | 51 |
|
|
2022
Q3 | $841K | Sell |
13,706
-71
| -0.5% | -$4.36K | 0.51% | 45 |
|
|
2022
Q2 | $904K | Buy |
13,777
+3,139
| +30% | +$206K | 0.45% | 40 |
|
|
2022
Q1 | $845K | Buy |
+10,638
| New | +$845K | 0.35% | 60 |
|
|
2020
Q1 | – | Sell |
-19,251
| Closed | -$1.08M | – | 98 |
|
|
2019
Q4 | $1.08M | Sell |
19,251
-18,910
| -50% | -$1.06M | 0.45% | 50 |
|
|
2019
Q3 | $2.27M | Buy |
38,161
+18,638
| +95% | +$1.11M | 0.84% | 21 |
|
|
2019
Q2 | $1.14M | Sell |
19,523
-2,770
| -12% | -$162K | 0.49% | 47 |
|
|
2019
Q1 | $1.21M | Sell |
22,293
-14,279
| -39% | -$776K | 0.52% | 46 |
|
|
2018
Q4 | $2.03M | Buy |
36,572
+17,572
| +92% | +$975K | 1.02% | 25 |
|
|
2018
Q3 | $1.16M | Buy |
19,000
+1,795
| +10% | +$109K | 0.57% | 49 |
|
|
2018
Q2 | $995K | Sell |
17,205
-105
| -0.6% | -$6.07K | 0.56% | 53 |
|
|
2018
Q1 | $984K | Sell |
17,310
-2,776
| -14% | -$158K | 0.65% | 52 |
|
|
2017
Q4 | $1.18M | Buy |
20,086
+26
| +0.1% | +$1.52K | 0.88% | 35 |
|
|
2017
Q3 | $1.13M | Sell |
20,060
-701
| -3% | -$39.5K | 0.96% | 28 |
|
|
2017
Q2 | $1.05M | Buy |
20,761
+336
| +2% | +$16.9K | 0.93% | 37 |
|
|
2017
Q1 | $957K | Buy |
20,425
+616
| +3% | +$28.9K | 0.87% | 43 |
|
|
2016
Q4 | $977K | Buy |
19,809
+1,653
| +9% | +$81.5K | 1.02% | 38 |
|
|
2016
Q3 | $806K | Buy |
+18,156
| New | +$806K | 0.8% | 55 |
|