Nichols & Pratt Advisers’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
Q4 | – | Sell |
-25,800
| Closed | -$1.47M | – | 102 |
|
|
2019
Q3 | $1.47M | Hold |
25,800
| – | – | 0.12% | 60 |
|
|
2019
Q2 | $1.51M | Hold |
25,800
| – | – | 0.12% | 60 |
|
|
2019
Q1 | $1.43M | Hold |
25,800
| – | – | 0.12% | 61 |
|
|
2018
Q4 | $1.3M | Hold |
25,800
| – | – | 0.12% | 61 |
|
|
2018
Q3 | $1.58M | Hold |
25,800
| – | – | 0.13% | 57 |
|
|
2018
Q2 | $1.49M | Hold |
25,800
| – | – | 0.13% | 55 |
|
|
2018
Q1 | $1.45M | Hold |
25,800
| – | – | 0.13% | 58 |
|
|
2017
Q4 | $1.52M | Hold |
25,800
| – | – | 0.13% | 57 |
|
|
2017
Q3 | $1.47M | Hold |
25,800
| – | – | 0.13% | 57 |
|
|
2017
Q2 | $1.32M | Hold |
25,800
| – | – | 0.12% | 58 |
|
|
2017
Q1 | $1.29M | Hold |
25,800
| – | – | 0.12% | 56 |
|
|
2016
Q4 | $1.29M | Hold |
25,800
| – | – | 0.12% | 57 |
|
|
2016
Q3 | $1.15M | Hold |
25,800
| – | – | 0.11% | 57 |
|
|
2016
Q2 | $1.11M | Hold |
25,800
| – | – | 0.1% | 65 |
|
|
2016
Q1 | $1.11M | Hold |
25,800
| – | – | 0.1% | 67 |
|
|
2015
Q4 | $1.01M | Hold |
25,800
| – | – | 0.1% | 71 |
|
|
2015
Q3 | $1.03M | Hold |
25,800
| – | – | 0.1% | 69 |
|
|
2015
Q2 | $1.1M | Hold |
25,800
| – | – | 0.1% | 69 |
|
|
2015
Q1 | $1.11M | Hold |
25,800
| – | – | 0.1% | 71 |
|
|
2014
Q4 | $1.21M | Hold |
25,800
| – | – | 0.11% | 70 |
|
|
2014
Q3 | $1.26M | Hold |
25,800
| – | – | 0.11% | 68 |
|
|
2014
Q2 | $1.34M | Buy |
+25,800
| New | +$1.34M | 0.12% | 68 |
|
|
2014
Q1 | – | Sell |
-25,800
| Closed | -$1.22M | – | 110 |
|
|
2013
Q4 | $1.22M | Hold |
25,800
| – | – | 0.11% | 60 |
|
|
2013
Q3 | $1.16M | Hold |
25,800
| – | – | 0.12% | 59 |
|
|
2013
Q2 | $1.04M | Buy |
+25,800
| New | +$1.04M | 0.11% | 61 |
|