Lenox Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1K | Buy |
26
+6
| +30% | +$231 | ﹤0.01% | 705 |
|
|
2020
Q1 | $0 | Sell |
20
-19,388
| -100% | – | ﹤0.01% | 770 |
|
|
2019
Q4 | $1.09M | Sell |
19,408
-64
| -0.3% | -$3.59K | 0.3% | 51 |
|
|
2019
Q3 | $1.13M | Sell |
19,472
-273
| -1% | -$15.9K | 0.33% | 49 |
|
|
2019
Q2 | $1.15M | Sell |
19,745
-18
| -0.1% | -$1.05K | 0.34% | 49 |
|
|
2019
Q1 | $1.07M | Buy |
19,763
+59
| +0.3% | +$3.21K | 0.33% | 51 |
|
|
2018
Q4 | $980K | Sell |
19,704
-185
| -0.9% | -$9.2K | 0.33% | 51 |
|
|
2018
Q3 | $1.21M | Buy |
19,889
+393
| +2% | +$23.9K | 0.36% | 53 |
|
|
2018
Q2 | $1.13M | Buy |
19,496
+650
| +3% | +$37.6K | 0.36% | 58 |
|
|
2018
Q1 | $1.07M | Sell |
18,846
-430
| -2% | -$24.4K | 0.35% | 60 |
|
|
2017
Q4 | $1.13M | Buy |
19,276
+4,193
| +28% | +$246K | 0.34% | 56 |
|
|
2017
Q3 | $848K | Buy |
15,083
+3,910
| +35% | +$220K | 0.29% | 63 |
|
|
2017
Q2 | $563K | Buy |
+11,173
| New | +$563K | 0.23% | 84 |
|