Mosaic Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,098
| Closed | -$544K | – | 50 |
|
|
2021
Q4 | $544K | Hold |
7,098
| – | – | 0.4% | 18 |
|
|
2021
Q3 | $470K | Sell |
7,098
-154
| -2% | -$10.2K | 0.31% | 25 |
|
|
2021
Q2 | $508K | Hold |
7,252
| – | – | 0.33% | 25 |
|
|
2021
Q1 | $473K | Buy |
7,252
+154
| +2% | +$10K | 0.4% | 23 |
|
|
2020
Q4 | $400K | Buy |
+7,098
| New | +$400K | 0.37% | 24 |
|