Omnia Family Wealth’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
Q2 | – | Sell |
-2,504
| Closed | -$136K | – | 469 |
|
|
2019
Q1 | $136K | Hold |
2,504
| – | – | 0.07% | 110 |
|
|
2018
Q4 | $124K | Hold |
2,504
| – | – | 0.07% | 110 |
|
|
2018
Q3 | $152K | Sell |
2,504
-132
| -5% | -$8.01K | 0.07% | 100 |
|
|
2018
Q2 | $153K | Hold |
2,636
| – | – | 0.07% | 97 |
|
|
2018
Q1 | $150K | Hold |
2,636
| – | – | 0.07% | 99 |
|
|
2017
Q4 | $154K | Sell |
2,636
-3,003
| -53% | -$175K | 0.07% | 102 |
|
|
2017
Q3 | $317K | Buy |
5,639
+24
| +0.4% | +$1.35K | 0.15% | 56 |
|
|
2017
Q2 | $283K | Buy |
5,615
+24
| +0.4% | +$1.21K | 0.14% | 64 |
|
|
2017
Q1 | $280K | Sell |
5,591
-145
| -3% | -$7.26K | 0.14% | 68 |
|
|
2016
Q4 | $283K | Buy |
+5,736
| New | +$283K | 0.14% | 71 |
|