KCS Wealth Advisory’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-507
| Closed | -$29.5K | – | 373 |
|
|
2019
Q3 | $29.5K | Buy |
+507
| New | +$29.5K | 0.02% | 278 |
|
|
2018
Q3 | – | Sell |
-5,522
| Closed | -$320K | – | 157 |
|
|
2018
Q2 | $320K | Sell |
5,522
-364
| -6% | -$21.1K | 0.3% | 120 |
|
|
2018
Q1 | $335K | Sell |
5,886
-320
| -5% | -$18.2K | 0.3% | 122 |
|
|
2017
Q4 | $364K | Buy |
+6,206
| New | +$364K | 0.35% | 109 |
|