Monte Financial Group’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
Q4 | – | Sell |
-39,348
| Closed | -$1.82M | – | 62 |
|
|
2020
Q3 | $1.82M | Sell |
39,348
-132
| -0.3% | -$6.1K | 1.37% | 34 |
|
|
2020
Q2 | $1.76M | Sell |
39,480
-7,741
| -16% | -$345K | 1.39% | 34 |
|
|
2020
Q1 | $2M | Sell |
47,221
-6,010
| -11% | -$255K | 1.94% | 25 |
|
|
2019
Q4 | $2.99M | Sell |
53,231
-633
| -1% | -$35.5K | 2.2% | 26 |
|
|
2019
Q3 | $3.14M | Buy |
53,864
+1,378
| +3% | +$80.3K | 2.53% | 20 |
|
|
2019
Q2 | $3.06M | Buy |
52,486
+747
| +1% | +$43.6K | 2.6% | 22 |
|
|
2019
Q1 | $2.81M | Buy |
51,739
+26,098
| +102% | +$1.42M | 2.46% | 23 |
|
|
2018
Q4 | $1.28M | Buy |
+25,641
| New | +$1.28M | 1.35% | 30 |
|