MWPCG
Measured Wealth Private Client Group’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,927
| Closed | -$389K | – | 183 |
|
|
2022
Q2 | $389K | Buy |
5,927
+1,372
| +30% | +$90K | 0.17% | 91 |
|
|
2022
Q1 | $362K | Buy |
4,555
+494
| +12% | +$39.3K | 0.13% | 95 |
|
|
2021
Q4 | $311K | Buy |
4,061
+81
| +2% | +$6.2K | 0.11% | 114 |
|
|
2021
Q3 | $263K | Buy |
+3,980
| New | +$263K | 0.1% | 131 |
|
|
2018
Q4 | – | Sell |
-1,496
| Closed | -$90K | – | 637 |
|
|
2018
Q3 | $90K | Buy |
+1,496
| New | +$90K | 0.05% | 253 |
|