Mariner Wealth Advisors (Cincinnati)’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.88M | Sell |
80,333
-1,845
| -2% | -$112K | 0.27% | 78 |
|
|
2018
Q2 | $4.76M | Sell |
82,178
-5,480
| -6% | -$317K | 0.28% | 76 |
|
|
2018
Q1 | $4.98M | Sell |
87,658
-60,500
| -41% | -$3.44M | 0.31% | 75 |
|
|
2017
Q4 | $8.68M | Buy |
148,158
+1,088
| +0.7% | +$63.7K | 0.53% | 54 |
|
|
2017
Q3 | $8.28M | Buy |
147,070
+708
| +0.5% | +$39.8K | 0.54% | 53 |
|
|
2017
Q2 | $7.37M | Buy |
146,362
+305
| +0.2% | +$15.4K | 0.51% | 61 |
|
|
2017
Q1 | $7.32M | Buy |
146,057
+1,284
| +0.9% | +$64.3K | 0.53% | 61 |
|
|
2016
Q4 | $7.14M | Buy |
144,773
+225
| +0.2% | +$11.1K | 0.56% | 59 |
|
|
2016
Q3 | $6.42M | Buy |
144,548
+5,585
| +4% | +$248K | 0.55% | 57 |
|
|
2016
Q2 | $5.97M | Buy |
138,963
+7,120
| +5% | +$306K | 0.53% | 59 |
|
|
2016
Q1 | $5.69M | Buy |
131,843
+40,030
| +44% | +$1.73M | 0.56% | 56 |
|
|
2015
Q4 | $3.6M | Buy |
+91,813
| New | +$3.6M | 0.35% | 62 |
|
|
2015
Q1 | $3.49M | Buy |
81,345
+9,932
| +14% | +$426K | 0.49% | 45 |
|
|
2014
Q4 | $3.41M | Buy |
71,413
+6,648
| +10% | +$318K | 0.49% | 44 |
|
|
2014
Q3 | $3.2M | Buy |
64,765
+7,760
| +14% | +$383K | 0.51% | 44 |
|
|
2014
Q2 | $2.93M | Buy |
57,005
+3,180
| +6% | +$164K | 0.46% | 46 |
|
|
2014
Q1 | $2.53M | Buy |
53,825
+6,455
| +14% | +$303K | 0.41% | 48 |
|
|
2013
Q4 | $2.23M | Buy |
+47,370
| New | +$2.23M | 0.37% | 50 |
|