Kavar Capital Partners Group’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
Q2 | – | Sell |
-19,825
| Closed | -$1.58M | – | 179 |
|
|
2022
Q1 | $1.58M | Sell |
19,825
-1,040
| -5% | -$82.6K | 0.34% | 70 |
|
|
2021
Q4 | $1.6M | Hold |
20,865
| – | – | 0.33% | 75 |
|
|
2021
Q3 | $1.38M | Hold |
20,865
| – | – | 0.31% | 78 |
|
|
2021
Q2 | $1.46M | Hold |
20,865
| – | – | 0.35% | 75 |
|
|
2021
Q1 | $1.36M | Sell |
20,865
-1,740
| -8% | -$113K | 0.37% | 74 |
|
|
2020
Q4 | $1.28M | Sell |
22,605
-230
| -1% | -$13K | 0.37% | 69 |
|
|
2020
Q3 | $1.06M | Sell |
22,835
-760
| -3% | -$35.1K | 0.36% | 70 |
|
|
2020
Q2 | $1.05M | Sell |
23,595
-1,970
| -8% | -$87.9K | 0.4% | 67 |
|
|
2020
Q1 | $1.08M | Sell |
25,565
-5,750
| -18% | -$244K | 0.52% | 64 |
|
|
2019
Q4 | $1.76M | Sell |
31,315
-150
| -0.5% | -$8.42K | 0.65% | 56 |
|
|
2019
Q3 | $1.83M | Sell |
31,465
-475
| -1% | -$27.7K | 0.72% | 53 |
|
|
2019
Q2 | $1.86M | Sell |
31,940
-675
| -2% | -$39.4K | 0.73% | 50 |
|
|
2019
Q1 | $1.77M | Sell |
32,615
-820
| -2% | -$44.6K | 0.79% | 50 |
|
|
2018
Q4 | $1.66M | Sell |
33,435
-1,390
| -4% | -$69.1K | 0.9% | 45 |
|
|
2018
Q3 | $2.12M | Sell |
34,825
-550
| -2% | -$33.4K | 1.05% | 43 |
|
|
2018
Q2 | $2.05M | Sell |
35,375
-100
| -0.3% | -$5.79K | 1.03% | 41 |
|
|
2018
Q1 | $2.02M | Sell |
35,475
-100
| -0.3% | -$5.69K | 1.05% | 40 |
|
|
2017
Q4 | $2.08M | Hold |
35,575
| – | – | 1.11% | 41 |
|
|
2017
Q3 | $2M | Sell |
35,575
-100
| -0.3% | -$5.63K | 1.1% | 42 |
|
|
2017
Q2 | $1.8M | Sell |
35,675
-500
| -1% | -$25.2K | 0.98% | 49 |
|
|
2017
Q1 | $1.81M | Hold |
36,175
| – | – | 1.01% | 48 |
|
|
2016
Q4 | $1.79M | Sell |
36,175
-200
| -0.5% | -$9.87K | 1.13% | 39 |
|
|
2016
Q3 | $1.62M | Sell |
36,375
-150
| -0.4% | -$6.66K | 1.04% | 49 |
|
|
2016
Q2 | $1.57M | Buy |
36,525
+440
| +1% | +$18.9K | 1.01% | 52 |
|
|
2016
Q1 | $1.56M | Buy |
36,085
+2,675
| +8% | +$115K | 1.03% | 49 |
|
|
2015
Q4 | $1.31M | Buy |
+33,410
| New | +$1.31M | 0.84% | 56 |
|