Mercer Capital Advisers’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,100
| Closed | -$62K | – | 161 |
|
|
2020
Q4 | $62K | Sell |
1,100
-700
| -39% | -$39.5K | 0.03% | 135 |
|
|
2020
Q3 | $83K | Sell |
1,800
-800
| -31% | -$36.9K | 0.05% | 122 |
|
|
2020
Q2 | $116K | Sell |
2,600
-100
| -4% | -$4.46K | 0.07% | 106 |
|
|
2020
Q1 | $114K | Sell |
2,700
-950
| -26% | -$40.1K | 0.08% | 100 |
|
|
2019
Q4 | $205K | Sell |
3,650
-400
| -10% | -$22.5K | 0.12% | 92 |
|
|
2019
Q3 | $236K | Sell |
4,050
-1,600
| -28% | -$93.2K | 0.15% | 81 |
|
|
2019
Q2 | $330K | Sell |
5,650
-1,850
| -25% | -$108K | 0.21% | 69 |
|
|
2019
Q1 | $407K | Sell |
7,500
-2,774
| -27% | -$151K | 0.27% | 57 |
|
|
2018
Q4 | $510K | Sell |
10,274
-300
| -3% | -$14.9K | 0.38% | 46 |
|
|
2018
Q3 | $643K | Sell |
10,574
-200
| -2% | -$12.2K | 0.43% | 49 |
|
|
2018
Q2 | $623K | Sell |
10,774
-550
| -5% | -$31.8K | 0.45% | 45 |
|
|
2018
Q1 | $644K | Hold |
11,324
| – | – | 0.47% | 43 |
|
|
2017
Q4 | $663K | Hold |
11,324
| – | – | 0.48% | 43 |
|
|
2017
Q3 | $637K | Hold |
11,324
| – | – | 0.47% | 44 |
|
|
2017
Q2 | $571K | Hold |
11,324
| – | – | 0.43% | 47 |
|
|
2017
Q1 | $567K | Hold |
11,324
| – | – | 0.43% | 46 |
|
|
2016
Q4 | $559K | Hold |
11,324
| – | – | 0.45% | 47 |
|
|
2016
Q3 | $503K | Hold |
11,324
| – | – | 0.4% | 48 |
|
|
2016
Q2 | $486K | Hold |
11,324
| – | – | 0.4% | 50 |
|
|
2016
Q1 | $488K | Hold |
11,324
| – | – | 0.42% | 45 |
|
|
2015
Q4 | $444K | Hold |
11,324
| – | – | 0.39% | 52 |
|
|
2015
Q3 | $446K | Hold |
11,324
| – | – | 0.41% | 46 |
|
|
2015
Q2 | $481K | Hold |
11,324
| – | – | 0.43% | 45 |
|
|
2015
Q1 | $485K | Hold |
11,324
| – | – | 0.44% | 42 |
|
|
2014
Q4 | $541K | Buy |
+11,324
| New | +$541K | 0.48% | 40 |
|