Laurel Wealth Advisors (California)’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $690K | Buy |
10,659
+350
| +3% | +$22.7K | 0.07% | 291 |
|
|
2022
Q3 | $632K | Hold |
10,309
| – | – | 0.07% | 294 |
|
|
2022
Q2 | $676K | Hold |
10,309
| – | – | 0.07% | 288 |
|
|
2022
Q1 | $819K | Sell |
10,309
-550
| -5% | -$43.7K | 0.07% | 287 |
|
|
2021
Q4 | $833K | Hold |
10,859
| – | – | 0.06% | 312 |
|
|
2021
Q3 | $718K | Hold |
10,859
| – | – | 0.13% | 183 |
|
|
2021
Q2 | $761K | Hold |
10,859
| – | – | 0.1% | 209 |
|
|
2021
Q1 | $708K | Hold |
10,859
| – | – | 0.11% | 198 |
|
|
2020
Q4 | $613K | Hold |
10,859
| – | – | 0.09% | 216 |
|
|
2020
Q3 | $502K | Buy |
10,859
+550
| +5% | +$25.4K | 0.08% | 227 |
|
|
2020
Q2 | $460K | Hold |
10,309
| – | – | 0.08% | 232 |
|
|
2020
Q1 | $437K | Sell |
10,309
-965
| -9% | -$40.9K | 0.1% | 214 |
|
|
2019
Q4 | $633K | Sell |
11,274
-7
| -0.1% | -$393 | 0.11% | 201 |
|
|
2019
Q3 | $657K | Buy |
11,281
+1,081
| +11% | +$63K | 0.11% | 201 |
|
|
2019
Q2 | $595K | Hold |
10,200
| – | – | 0.13% | 169 |
|
|
2019
Q1 | $554K | Sell |
10,200
-44
| -0.4% | -$2.39K | 0.14% | 172 |
|
|
2018
Q4 | $509K | Hold |
10,244
| – | – | 0.15% | 154 |
|
|
2018
Q3 | $622K | Hold |
10,244
| – | – | 0.15% | 145 |
|
|
2018
Q2 | $592K | Buy |
10,244
+44
| +0.4% | +$2.54K | 0.16% | 143 |
|
|
2018
Q1 | $597K | Hold |
10,200
| – | – | 0.18% | 126 |
|
|
2017
Q4 | $597K | Hold |
10,200
| – | – | 0.17% | 144 |
|
|
2017
Q3 | $573K | Hold |
10,200
| – | – | 0.19% | 124 |
|
|
2017
Q2 | $513K | Sell |
10,200
-20
| -0.2% | -$1.01K | 0.18% | 137 |
|
|
2017
Q1 | $511K | Buy |
+10,220
| New | +$511K | 0.2% | 125 |
|