Klingman & Associates’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-802
| Closed | -$36K | – | 290 |
|
|
2016
Q3 | $36K | Hold |
802
| – | – | 0.01% | 210 |
|
|
2016
Q2 | $34K | Hold |
802
| – | – | 0.01% | 219 |
|
|
2016
Q1 | $35K | Hold |
802
| – | – | 0.01% | 217 |
|
|
2015
Q4 | $31K | Buy |
+802
| New | +$31K | 0.01% | 237 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$19K | – | 388 |
|
|
2014
Q4 | $19K | Buy |
+400
| New | +$19K | 0.01% | 245 |
|