IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,974
| Closed | -$335K | – | 653 |
|
|
2019
Q4 | $335K | Sell |
5,974
-48
| -0.8% | -$2.69K | 0.04% | 419 |
|
|
2019
Q3 | $351K | Buy |
6,022
+990
| +20% | +$57.7K | 0.05% | 387 |
|
|
2019
Q2 | $294K | Sell |
5,032
-1,314
| -21% | -$76.8K | 0.04% | 401 |
|
|
2019
Q1 | $345K | Sell |
6,346
-93
| -1% | -$5.06K | 0.06% | 336 |
|
|
2018
Q4 | $320K | Buy |
6,439
+244
| +4% | +$12.1K | 0.06% | 318 |
|
|
2018
Q3 | $377K | Sell |
6,195
-32
| -0.5% | -$1.95K | 0.08% | 278 |
|
|
2018
Q2 | $360K | Sell |
6,227
-351
| -5% | -$20.3K | 0.09% | 264 |
|
|
2018
Q1 | $370K | Sell |
6,578
-27
| -0.4% | -$1.52K | 0.1% | 233 |
|
|
2017
Q4 | $398K | Buy |
6,605
+2
| +0% | +$121 | 0.11% | 236 |
|
|
2017
Q3 | $370K | Buy |
6,603
+3
| +0% | +$168 | 0.16% | 152 |
|
|
2017
Q2 | $315 | Sell |
6,600
-334
| -5% | -$16 | 0.15% | 163 |
|
|
2017
Q1 | $345K | Buy |
6,934
+1,200
| +21% | +$59.7K | 0.23% | 107 |
|
|
2016
Q4 | $285K | Buy |
+5,734
| New | +$285K | 0.22% | 115 |
|