Newman Dignan & Sheerar Inc’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,785
| Closed | -$279 | – | 165 |
|
|
2019
Q2 | $279 | Sell |
4,785
-1,175
| -20% | -$69 | 0.01% | 143 |
|
|
2019
Q1 | $324K | Sell |
5,960
-2,150
| -27% | -$117K | 0.13% | 118 |
|
|
2018
Q4 | $403 | Hold |
8,110
| – | – | 0.03% | 105 |
|
|
2018
Q3 | $482K | Sell |
8,110
-965
| -11% | -$57.4K | 0.21% | 105 |
|
|
2018
Q2 | $525 | Hold |
9,075
| – | – | 0.04% | 92 |
|
|
2018
Q1 | $503K | Sell |
9,075
-350
| -4% | -$19.4K | 0.25% | 96 |
|
|
2017
Q4 | $552K | Sell |
9,425
-200
| -2% | -$11.7K | 0.28% | 97 |
|
|
2017
Q3 | $542K | Hold |
9,625
| – | – | 0.29% | 93 |
|
|
2017
Q2 | $485K | Sell |
9,625
-1,125
| -10% | -$56.7K | 0.27% | 102 |
|
|
2017
Q1 | $538 | Sell |
10,750
-100
| -0.9% | -$5 | 0.24% | 91 |
|
|
2016
Q4 | $535K | Hold |
10,850
| – | – | 0.33% | 83 |
|
|
2016
Q3 | $482K | Sell |
10,850
-1,700
| -14% | -$75.5K | 0.3% | 91 |
|
|
2016
Q2 | $539K | Buy |
12,550
+1,000
| +9% | +$42.9K | 0.34% | 82 |
|
|
2016
Q1 | $498K | Buy |
11,550
+300
| +3% | +$12.9K | 0.36% | 80 |
|
|
2015
Q4 | $441K | Buy |
11,250
+500
| +5% | +$19.6K | 0.31% | 87 |
|
|
2015
Q3 | $42K | Buy |
10,750
+2,550
| +31% | +$9.96K | 0.03% | 134 |
|
|
2015
Q2 | $349K | Sell |
8,200
-250
| -3% | -$10.6K | 0.25% | 101 |
|
|
2015
Q1 | $362K | Buy |
8,450
+550
| +7% | +$23.6K | 0.26% | 99 |
|
|
2014
Q4 | $377 | Hold |
7,900
| – | – | 0.23% | 95 |
|
|
2014
Q3 | $390K | Hold |
7,900
| – | – | 0.29% | 94 |
|
|
2014
Q2 | $406 | Sell |
7,900
-3,960
| -33% | -$204 | 0.23% | 95 |
|
|
2014
Q1 | $557K | Buy |
11,860
+400
| +3% | +$18.8K | 0.4% | 78 |
|
|
2013
Q4 | $540 | Buy |
11,460
+5,300
| +86% | +$250 | 0.03% | 81 |
|
|
2013
Q3 | $277K | Buy |
6,160
+560
| +10% | +$25.2K | 0.22% | 116 |
|
|
2013
Q2 | $225 | Buy |
+5,600
| New | +$225 | 0.02% | 122 |
|