JFA
Johanson Financial Advisors’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $686K | Buy |
8,945
+66
| +0.7% | +$5.06K | 0.21% | 76 |
|
|
2021
Q3 | $587K | Buy |
8,879
+319
| +4% | +$21.1K | 0.2% | 79 |
|
|
2021
Q2 | $575K | Buy |
8,560
+47
| +0.6% | +$3.16K | 0.19% | 79 |
|
|
2021
Q1 | $564K | Sell |
8,513
-896
| -10% | -$59.4K | 0.21% | 76 |
|
|
2020
Q4 | $531K | Sell |
9,409
-884
| -9% | -$49.9K | 0.21% | 76 |
|
|
2020
Q3 | $493K | Buy |
10,293
+508
| +5% | +$24.3K | 0.22% | 75 |
|
|
2020
Q2 | $437K | Sell |
9,785
-1,094
| -10% | -$48.9K | 0.22% | 74 |
|
|
2020
Q1 | $462K | Sell |
10,879
-561,032
| -98% | -$23.8M | 0.27% | 63 |
|
|
2019
Q4 | $10.2M | Buy |
571,911
+561,805
| +5,559% | +$10M | 0.48% | 41 |
|
|
2019
Q3 | $589K | Sell |
10,106
-2,302
| -19% | -$134K | 0.31% | 61 |
|
|
2019
Q2 | $726K | Buy |
12,408
+233
| +2% | +$13.6K | 0.39% | 58 |
|
|
2019
Q1 | $661K | Buy |
12,175
+288
| +2% | +$15.6K | 0.37% | 56 |
|
|
2018
Q4 | $591K | Sell |
11,887
-467
| -4% | -$23.2K | 0.4% | 54 |
|
|
2018
Q3 | $752K | Buy |
12,354
+668
| +6% | +$40.7K | 0.44% | 51 |
|
|
2018
Q2 | $677K | Buy |
11,686
+1,181
| +11% | +$68.4K | 0.43% | 52 |
|
|
2018
Q1 | $599K | Buy |
10,505
+1,781
| +20% | +$102K | 0.4% | 52 |
|
|
2017
Q4 | $510K | Buy |
8,724
+261
| +3% | +$15.3K | 0.34% | 55 |
|
|
2017
Q3 | $477K | Buy |
8,463
+622
| +8% | +$35.1K | 0.35% | 52 |
|
|
2017
Q2 | $394K | Buy |
7,841
+66
| +0.8% | +$3.32K | 0.32% | 54 |
|
|
2017
Q1 | $391K | Buy |
+7,775
| New | +$391K | 0.34% | 54 |
|
|
2016
Q4 | – | Sell |
-7,931
| Closed | -$353K | – | 53 |
|
|
2016
Q3 | $353K | Sell |
7,931
-176
| -2% | -$7.83K | 0.38% | 55 |
|
|
2016
Q2 | $348K | Buy |
8,107
+695
| +9% | +$29.8K | 0.41% | 52 |
|
|
2016
Q1 | $320K | Buy |
+7,412
| New | +$320K | 0.39% | 53 |
|