New England Research & Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,900
| Closed | -$533K | – | 159 |
|
|
2023
Q1 | $533K | Sell |
8,900
-450
| -5% | -$26.9K | 0.31% | 102 |
|
|
2022
Q4 | $606K | Sell |
9,350
-1,825
| -16% | -$118K | 0.35% | 96 |
|
|
2022
Q3 | $685K | Sell |
11,175
-100
| -0.9% | -$6.13K | 0.43% | 78 |
|
|
2022
Q2 | $739K | Sell |
11,275
-50
| -0.4% | -$3.28K | 0.43% | 92 |
|
|
2022
Q1 | $899K | Sell |
11,325
-375
| -3% | -$29.8K | 0.47% | 74 |
|
|
2021
Q4 | $897K | Hold |
11,700
| – | – | 0.43% | 73 |
|
|
2021
Q3 | $774K | Sell |
11,700
-150
| -1% | -$9.92K | 0.41% | 82 |
|
|
2021
Q2 | $830K | Buy |
+11,850
| New | +$830K | 0.43% | 89 |
|
|
2017
Q3 | – | Sell |
-18,125
| Closed | -$913K | – | 176 |
|
|
2017
Q2 | $913K | Buy |
18,125
+350
| +2% | +$17.6K | 0.68% | 54 |
|
|
2017
Q1 | $890K | Buy |
17,775
+12,575
| +242% | +$630K | 0.68% | 57 |
|
|
2016
Q4 | $257K | Buy |
+5,200
| New | +$257K | 0.2% | 147 |
|
|
2016
Q2 | – | Sell |
-17,500
| Closed | -$755K | – | 169 |
|
|
2016
Q1 | $755K | Sell |
17,500
-1,200
| -6% | -$51.8K | 0.64% | 53 |
|
|
2015
Q4 | $732K | Buy |
18,700
+1,150
| +7% | +$45K | 0.63% | 58 |
|
|
2015
Q3 | $692K | Buy |
17,550
+3,200
| +22% | +$126K | 0.66% | 51 |
|
|
2015
Q2 | $610K | Buy |
+14,350
| New | +$610K | 0.5% | 81 |
|