PacWest Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,220
| Closed | -$283K | – | 87 |
|
|
2015
Q4 | $283K | Sell |
7,220
-150
| -2% | -$5.88K | 0.19% | 78 |
|
|
2015
Q3 | $291K | Buy |
7,370
+220
| +3% | +$8.69K | 0.22% | 75 |
|
|
2015
Q2 | $306K | Hold |
7,150
| – | – | 0.22% | 78 |
|
|
2015
Q1 | $306K | Buy |
7,150
+125
| +2% | +$5.35K | 0.22% | 77 |
|
|
2014
Q4 | $336K | Buy |
7,025
+995
| +17% | +$47.6K | 0.24% | 77 |
|
|
2014
Q3 | $298K | Hold |
6,030
| – | – | 0.22% | 76 |
|
|
2014
Q2 | $310K | Hold |
6,030
| – | – | 0.23% | 77 |
|
|
2014
Q1 | $283K | Buy |
6,030
+600
| +11% | +$28.2K | 0.22% | 79 |
|
|
2013
Q4 | $256 | Buy |
5,430
+40
| +0.7% | +$2 | 0.08% | 84 |
|
|
2013
Q3 | $242K | Buy |
5,390
+400
| +8% | +$18K | 0.21% | 83 |
|
|
2013
Q2 | $201K | Buy |
+4,990
| New | +$201K | 0.19% | 83 |
|