Mondrian Investment Partners’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 | – | Sell |
-294
| Closed | -$18K | – | 116 |
|
|
2020
Q2 | $18K | Hold |
294
| – | – | ﹤0.01% | 113 |
|
|
2020
Q1 | $18K | Hold |
294
| – | – | ﹤0.01% | 109 |
|
|
2019
Q4 | $21K | Hold |
294
| – | – | ﹤0.01% | 124 |
|
|
2019
Q3 | $23K | Buy |
294
+2
| +0.7% | +$156 | ﹤0.01% | 119 |
|
|
2019
Q2 | $22K | Buy |
292
+2
| +0.7% | +$151 | ﹤0.01% | 117 |
|
|
2019
Q1 | $21K | Buy |
290
+1
| +0.3% | +$72 | ﹤0.01% | 123 |
|
|
2018
Q4 | $20K | Buy |
289
+1
| +0.3% | +$69 | ﹤0.01% | 121 |
|
|
2018
Q3 | $23K | Sell |
288
-40
| -12% | -$3.19K | ﹤0.01% | 112 |
|
|
2018
Q2 | $25K | Buy |
328
+2
| +0.6% | +$152 | ﹤0.01% | 113 |
|
|
2018
Q1 | $24K | Buy |
326
+1
| +0.3% | +$74 | ﹤0.01% | 122 |
|
|
2017
Q4 | $24K | Buy |
325
+2
| +0.6% | +$148 | ﹤0.01% | 132 |
|
|
2017
Q3 | $23K | Buy |
+323
| New | +$23K | ﹤0.01% | 126 |
|