OneAscent Financial Services’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,650
Closed -$357K 183
2021
Q4
$357K Buy
+4,650
New +$357K 0.68% 54
2020
Q4
Sell
-4,735
Closed -$219K 180
2020
Q3
$219K Buy
4,735
+223
+5% +$10.3K 0.11% 170
2020
Q2
$201K Buy
+4,512
New +$201K 0.13% 162