Klingenstein Fields & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,295
| Closed | -$200K | – | 208 |
|
|
2018
Q3 | $200K | Buy |
+3,295
| New | +$200K | 0.01% | 208 |
|
|
2018
Q1 | – | Sell |
-3,880
| Closed | -$227K | – | 227 |
|
|
2017
Q4 | $227K | Hold |
3,880
| – | – | 0.01% | 206 |
|
|
2017
Q3 | $218K | Buy |
+3,880
| New | +$218K | 0.01% | 206 |
|
|
2017
Q2 | – | Sell |
-4,691
| Closed | -$235K | – | 228 |
|
|
2017
Q1 | $235K | Buy |
4,691
+225
| +5% | +$11.3K | 0.01% | 200 |
|
|
2016
Q4 | $220K | Buy |
+4,466
| New | +$220K | 0.01% | 213 |
|
|
2015
Q3 | – | Sell |
-4,764
| Closed | -$203K | – | 246 |
|
|
2015
Q2 | $203K | Hold |
4,764
| – | – | 0.01% | 241 |
|
|
2015
Q1 | $204K | Buy |
+4,764
| New | +$204K | 0.01% | 243 |
|