Mariner Wealth Advisors (Cincinnati)’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.88M | Sell |
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|
2018
Q2 | $4.75M | Sell |
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|
2018
Q1 | $4.98M | Sell |
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|
2017
Q4 | $8.68M | Buy |
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|
2017
Q3 | $8.28M | Buy |
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|
2017
Q2 | $7.37M | Buy |
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|
2017
Q1 | $7.32M | Buy |
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|
2016
Q4 | $7.14M | Buy |
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|
2016
Q3 | $6.42M | Buy |
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|
2016
Q2 | $5.97M | Buy |
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|
2016
Q1 | $5.69M | Buy |
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|
2015
Q4 | $3.6M | Buy |
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|
2015
Q1 | $3.49M | Buy |
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|
2014
Q4 | $3.41M | Buy |
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|
2014
Q3 | $3.2M | Buy |
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|
2014
Q2 | $2.93M | Buy |
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|
2014
Q1 | $2.53M | Buy |
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|
2013
Q4 | $2.23M | Buy |
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