Joel Isaacson & Co’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,185
| Closed | -$58K | – | 487 |
|
|
2016
Q4 | $58K | Hold |
1,185
| – | – | 0.01% | 287 |
|
|
2016
Q3 | $53K | Sell |
1,185
-320
| -21% | -$14.3K | 0.01% | 313 |
|
|
2016
Q2 | $65K | Buy |
1,505
+320
| +27% | +$13.8K | 0.01% | 291 |
|
|
2016
Q1 | $51K | Hold |
1,185
| – | – | 0.01% | 328 |
|
|
2015
Q4 | $46K | Hold |
1,185
| – | – | 0.01% | 341 |
|
|
2015
Q3 | $47K | Hold |
1,185
| – | – | 0.01% | 349 |
|
|
2015
Q2 | $50K | Buy |
1,185
+185
| +19% | +$7.81K | 0.01% | 360 |
|
|
2015
Q1 | $43K | Sell |
1,000
-46
| -4% | -$1.98K | 0.01% | 379 |
|
|
2014
Q4 | $50K | Hold |
1,046
| – | – | 0.01% | 323 |
|
|
2014
Q3 | $52K | Buy |
1,046
+46
| +5% | +$2.29K | 0.02% | 297 |
|
|
2014
Q2 | $51K | Hold |
1,000
| – | – | 0.02% | 303 |
|
|
2014
Q1 | $47K | Hold |
1,000
| – | – | 0.02% | 309 |
|
|
2013
Q4 | $47K | Hold |
1,000
| – | – | 0.02% | 277 |
|
|
2013
Q3 | $45K | Hold |
1,000
| – | – | 0.02% | 274 |
|
|
2013
Q2 | $40K | Buy |
+1,000
| New | +$40K | 0.02% | 253 |
|