Hudson Valley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,081
| Closed | -$202K | – | 224 |
|
|
2022
Q2 | $202K | Sell |
3,081
-900
| -23% | -$59K | 0.03% | 192 |
|
|
2022
Q1 | $316K | Buy |
3,981
+25
| +0.6% | +$1.98K | 0.04% | 175 |
|
|
2021
Q4 | $303K | Buy |
3,956
+56
| +1% | +$4.29K | 0.05% | 159 |
|
|
2021
Q3 | $258K | Sell |
3,900
-350
| -8% | -$23.2K | 0.04% | 163 |
|
|
2021
Q2 | $298K | Sell |
4,250
-135
| -3% | -$9.47K | 0.05% | 145 |
|
|
2021
Q1 | $286K | Sell |
4,385
-2,129
| -33% | -$139K | 0.05% | 142 |
|
|
2020
Q4 | $368K | Hold |
6,514
| – | – | 0.07% | 123 |
|
|
2020
Q3 | $301K | Hold |
6,514
| – | – | 0.06% | 126 |
|
|
2020
Q2 | $291K | Sell |
6,514
-350
| -5% | -$15.6K | 0.07% | 126 |
|
|
2020
Q1 | $291K | Sell |
6,864
-11,150
| -62% | -$473K | 0.08% | 121 |
|
|
2019
Q4 | $1.01M | Sell |
18,014
-75
| -0.4% | -$4.21K | 0.22% | 91 |
|
|
2019
Q3 | $1.05M | Sell |
18,089
-600
| -3% | -$35K | 0.24% | 82 |
|
|
2019
Q2 | $1.09M | Hold |
18,689
| – | – | 0.25% | 80 |
|
|
2019
Q1 | $1.02M | Sell |
18,689
-8,265
| -31% | -$449K | 0.25% | 86 |
|
|
2018
Q4 | $1.34M | Buy |
26,954
+4,769
| +21% | +$237K | 0.31% | 84 |
|
|
2018
Q3 | $1.35M | Sell |
22,185
-1,287
| -5% | -$78.3K | 0.31% | 81 |
|
|
2018
Q2 | $1.36M | Sell |
23,472
-75
| -0.3% | -$4.34K | 0.33% | 81 |
|
|
2018
Q1 | $1.34M | Sell |
23,547
-211
| -0.9% | -$12K | 0.34% | 81 |
|
|
2017
Q4 | $1.39M | Sell |
23,758
-1,443
| -6% | -$84.5K | 0.34% | 79 |
|
|
2017
Q3 | $1.42M | Hold |
25,201
| – | – | 0.37% | 74 |
|
|
2017
Q2 | $1.27M | Buy |
25,201
+680
| +3% | +$34.3K | 0.35% | 76 |
|
|
2017
Q1 | $1.23M | Buy |
24,521
+550
| +2% | +$27.5K | 0.34% | 75 |
|
|
2016
Q4 | $1.18M | Buy |
23,971
+466
| +2% | +$23K | 0.35% | 76 |
|
|
2016
Q3 | $1.04M | Sell |
23,505
-195
| -0.8% | -$8.66K | 0.32% | 77 |
|
|
2016
Q2 | $1.02M | Sell |
23,700
-875
| -4% | -$37.5K | 0.33% | 79 |
|
|
2016
Q1 | $1.06M | Sell |
24,575
-5,450
| -18% | -$235K | 0.34% | 73 |
|
|
2015
Q4 | $1.18M | Sell |
30,025
-1,525
| -5% | -$59.7K | 0.37% | 71 |
|
|
2015
Q3 | $1.24M | Sell |
31,550
-4,000
| -11% | -$158K | 0.4% | 62 |
|
|
2015
Q2 | $1.51M | Buy |
35,550
+700
| +2% | +$29.8K | 0.47% | 59 |
|
|
2015
Q1 | $1.49M | Buy |
34,850
+9,200
| +36% | +$394K | 0.51% | 58 |
|
|
2014
Q4 | $1.23M | Buy |
25,650
+8,625
| +51% | +$412K | 0.5% | 55 |
|
|
2014
Q3 | $841K | Buy |
17,025
+2,215
| +15% | +$109K | 0.36% | 63 |
|
|
2014
Q2 | $761K | Sell |
14,810
-1,715
| -10% | -$88.1K | 0.33% | 66 |
|
|
2014
Q1 | $776K | Buy |
16,525
+2,645
| +19% | +$124K | 0.33% | 65 |
|
|
2013
Q4 | $654K | Buy |
13,880
+150
| +1% | +$7.07K | 0.29% | 67 |
|
|
2013
Q3 | $618K | Buy |
13,730
+3,990
| +41% | +$180K | 0.3% | 67 |
|
|
2013
Q2 | $391K | Buy |
+9,740
| New | +$391K | 0.19% | 87 |
|