MU Investments Company’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-350
| Closed | -$20K | – | 136 |
|
2017
Q4 | $20K | Hold |
350
| – | – | 0.01% | 143 |
|
2017
Q3 | $20K | Sell |
350
-200
| -36% | -$11.4K | 0.02% | 152 |
|
2017
Q2 | $28K | Hold |
550
| – | – | 0.02% | 159 |
|
2017
Q1 | $27K | Sell |
550
-100
| -15% | -$4.91K | 0.02% | 169 |
|
2016
Q4 | $32K | Sell |
650
-440
| -40% | -$21.7K | 0.02% | 168 |
|
2016
Q3 | $48K | Sell |
1,090
-1,250
| -53% | -$55K | 0.04% | 168 |
|
2016
Q2 | $100K | Sell |
2,340
-1,500
| -39% | -$64.1K | 0.07% | 167 |
|
2016
Q1 | $166K | Hold |
3,840
| – | – | 0.1% | 151 |
|
2015
Q4 | $153K | Sell |
3,840
-3,580
| -48% | -$143K | 0.09% | 177 |
|
2015
Q3 | $284K | Hold |
7,420
| – | – | 0.15% | 125 |
|
2015
Q2 | $317K | Sell |
7,420
-500
| -6% | -$21.4K | 0.15% | 137 |
|
2015
Q1 | $333K | Sell |
7,920
-1,400
| -15% | -$58.9K | 0.15% | 128 |
|
2014
Q4 | $443K | Sell |
9,320
-800
| -8% | -$38K | 0.19% | 94 |
|
2014
Q3 | $498K | Buy |
10,120
+3,060
| +43% | +$151K | 0.25% | 77 |
|
2014
Q2 | $363K | Sell |
7,060
-800
| -10% | -$41.1K | 0.17% | 133 |
|
2014
Q1 | $366K | Sell |
7,860
-740
| -9% | -$34.5K | 0.17% | 138 |
|
2013
Q4 | $398K | Sell |
8,600
-320
| -4% | -$14.8K | 0.17% | 154 |
|
2013
Q3 | $401K | Sell |
8,920
-2,200
| -20% | -$98.9K | 0.19% | 146 |
|
2013
Q2 | $445K | Buy |
+11,120
| New | +$445K | 0.19% | 176 |
|