Kovack Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,414
| Closed | -$221K | – | 594 |
|
|
2023
Q4 | $221K | Buy |
+3,414
| New | +$221K | 0.03% | 499 |
|
|
2021
Q3 | – | Sell |
-2,873
| Closed | -$201K | – | 719 |
|
|
2021
Q2 | $201K | Sell |
2,873
-521
| -15% | -$36.5K | 0.02% | 645 |
|
|
2021
Q1 | $221K | Buy |
+3,394
| New | +$221K | 0.03% | 559 |
|
|
2020
Q1 | – | Sell |
-7,112
| Closed | -$399K | – | 527 |
|
|
2019
Q4 | $399K | Buy |
7,112
+923
| +15% | +$51.8K | 0.07% | 295 |
|
|
2019
Q3 | $361K | Buy |
6,189
+7
| +0.1% | +$408 | 0.07% | 290 |
|
|
2019
Q2 | $361K | Sell |
6,182
-68
| -1% | -$3.97K | 0.08% | 261 |
|
|
2019
Q1 | $340K | Sell |
6,250
-143
| -2% | -$7.78K | 0.08% | 265 |
|
|
2018
Q4 | $318K | Sell |
6,393
-331
| -5% | -$16.5K | 0.09% | 245 |
|
|
2018
Q3 | $409K | Buy |
6,724
+661
| +11% | +$40.2K | 0.11% | 235 |
|
|
2018
Q2 | $351K | Buy |
6,063
+2,042
| +51% | +$118K | 0.1% | 234 |
|
|
2018
Q1 | $229K | Buy |
+4,021
| New | +$229K | 0.06% | 379 |
|