Hotaling Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,851
| Closed | -$318K | – | 127 |
|
|
2022
Q2 | $318K | Buy |
4,851
+2,309
| +91% | +$151K | 0.14% | 100 |
|
|
2022
Q1 | $202K | Sell |
2,542
-2,354
| -48% | -$187K | 0.08% | 124 |
|
|
2021
Q4 | $375K | Buy |
+4,896
| New | +$375K | 0.13% | 99 |
|
|
2021
Q3 | – | Sell |
-4,896
| Closed | -$343K | – | 133 |
|
|
2021
Q2 | $343K | Buy |
+4,896
| New | +$343K | 0.14% | 96 |
|