Jackson Grant Investment Advisers’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-884
| Closed | -$62K | – | 371 |
|
|
2021
Q2 | $62K | Sell |
884
-1,165
| -57% | -$81.7K | 0.03% | 181 |
|
|
2021
Q1 | $134K | Buy |
2,049
+20
| +1% | +$1.31K | 0.06% | 129 |
|
|
2020
Q4 | $114K | Buy |
2,029
+25
| +1% | +$1.41K | 0.06% | 125 |
|
|
2020
Q3 | $93K | Buy |
2,004
+24
| +1% | +$1.11K | 0.06% | 114 |
|
|
2020
Q2 | $88K | Buy |
1,980
+25
| +1% | +$1.11K | 0.06% | 115 |
|
|
2020
Q1 | $83K | Buy |
1,955
+19
| +1% | +$807 | 0.06% | 114 |
|
|
2019
Q4 | $109K | Buy |
1,936
+17
| +0.9% | +$957 | 0.06% | 118 |
|
|
2019
Q3 | $112K | Buy |
1,919
+17
| +0.9% | +$992 | 0.06% | 115 |
|
|
2019
Q2 | $111K | Buy |
1,902
+17
| +0.9% | +$992 | 0.06% | 113 |
|
|
2019
Q1 | $102K | Buy |
1,885
+16
| +0.9% | +$866 | 0.06% | 110 |
|
|
2018
Q4 | $93K | Buy |
1,869
+15
| +0.8% | +$746 | 0.07% | 114 |
|
|
2018
Q3 | $113K | Buy |
1,854
+810
| +78% | +$49.4K | 0.07% | 112 |
|
|
2018
Q2 | $60K | Sell |
1,044
-779
| -43% | -$44.8K | 0.04% | 138 |
|
|
2018
Q1 | $104K | Buy |
1,823
+13
| +0.7% | +$742 | 0.07% | 111 |
|
|
2017
Q4 | $106K | Buy |
1,810
+14
| +0.8% | +$820 | 0.07% | 112 |
|
|
2017
Q3 | $101K | Buy |
1,796
+15
| +0.8% | +$844 | 0.07% | 107 |
|
|
2017
Q2 | $90K | Buy |
1,781
+16
| +0.9% | +$809 | 0.07% | 103 |
|
|
2017
Q1 | $88K | Buy |
1,765
+573
| +48% | +$28.6K | 0.07% | 104 |
|
|
2016
Q4 | $59K | Buy |
1,192
+10
| +0.8% | +$495 | 0.05% | 116 |
|
|
2016
Q3 | $52K | Buy |
1,182
+11
| +0.9% | +$484 | 0.04% | 111 |
|
|
2016
Q2 | $50K | Buy |
1,171
+11
| +0.9% | +$470 | 0.04% | 108 |
|
|
2016
Q1 | $50K | Buy |
1,160
+8
| +0.7% | +$345 | 0.05% | 102 |
|
|
2015
Q4 | $45K | Buy |
+1,152
| New | +$45K | 0.04% | 110 |
|