Kozak & 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-160
| Closed | -$9.34K | – | 407 |
|
2023
Q3 | $9.34K | Hold |
160
| – | – | ﹤0.01% | 239 |
|
2023
Q2 | $10K | Hold |
160
| – | – | ﹤0.01% | 227 |
|
2023
Q1 | $9.58K | Hold |
160
| – | – | ﹤0.01% | 230 |
|
2022
Q4 | $10K | Hold |
160
| – | – | 0.01% | 229 |
|
2022
Q3 | $9K | Hold |
160
| – | – | 0.01% | 230 |
|
2022
Q2 | $10K | Hold |
160
| – | – | 0.01% | 231 |
|
2022
Q1 | $12K | Hold |
160
| – | – | 0.01% | 241 |
|
2021
Q4 | $12K | Buy |
+160
| New | +$12K | 0.01% | 241 |
|