LifePlan Financial Group’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
Q3 | $118K | Hold |
2,556
| – | – | 0.05% | 172 |
|
|
2020
Q2 | $114K | Hold |
2,556
| – | – | 0.05% | 167 |
|
|
2020
Q1 | $108K | Sell |
2,556
-2,200
| -46% | -$93K | 0.06% | 158 |
|
|
2019
Q4 | $267K | Hold |
4,756
| – | – | 0.12% | 114 |
|
|
2019
Q3 | $277K | Hold |
4,756
| – | – | 0.13% | 111 |
|
|
2019
Q2 | $278K | Hold |
4,756
| – | – | 0.13% | 110 |
|
|
2019
Q1 | $258K | Hold |
4,756
| – | – | 0.14% | 110 |
|
|
2018
Q4 | $236K | Hold |
4,756
| – | – | 0.15% | 108 |
|
|
2018
Q3 | $289K | Hold |
4,756
| – | – | 0.16% | 103 |
|
|
2018
Q2 | $275K | Hold |
4,756
| – | – | 0.15% | 102 |
|
|
2018
Q1 | $270K | Hold |
4,756
| – | – | 0.16% | 100 |
|
|
2017
Q4 | $268K | Hold |
4,756
| – | – | 0.17% | 96 |
|
|
2017
Q3 | $268K | Sell |
4,756
-640
| -12% | -$36.1K | 0.17% | 96 |
|
|
2017
Q2 | $272K | Hold |
5,396
| – | – | 0.19% | 92 |
|
|
2017
Q1 | $270K | Hold |
5,396
| – | – | 0.19% | 92 |
|
|
2016
Q4 | $266K | Buy |
+5,396
| New | +$266K | 0.19% | 96 |
|
|
2015
Q3 | – | Sell |
-5,204
| Closed | -$221K | – | 98 |
|
|
2015
Q2 | $221K | Buy |
5,204
+480
| +10% | +$20.4K | 0.15% | 87 |
|
|
2015
Q1 | $202K | Sell |
4,724
-2,432
| -34% | -$104K | 0.13% | 76 |
|
|
2014
Q4 | $342K | Buy |
7,156
+1,072
| +18% | +$51.2K | 0.23% | 50 |
|
|
2014
Q3 | $300K | Buy |
6,084
+1,360
| +29% | +$67.1K | 0.25% | 48 |
|
|
2014
Q2 | $243K | Hold |
4,724
| – | – | 0.17% | 56 |
|
|
2014
Q1 | $222K | Hold |
4,724
| – | – | 0.18% | 57 |
|
|
2013
Q4 | $223K | Buy |
4,724
+200
| +4% | +$9.44K | 0.15% | 52 |
|
|
2013
Q3 | $204K | Buy |
+4,524
| New | +$204K | 0.17% | 44 |
|