Pallas Capital Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,369
| Closed | -$206K | – | 298 |
|
|
2023
Q1 | $206K | Buy |
3,369
+18
| +0.5% | +$1.1K | 0.02% | 259 |
|
|
2022
Q4 | $223K | Sell |
3,351
-355
| -10% | -$23.7K | 0.02% | 247 |
|
|
2022
Q3 | $234K | Buy |
+3,706
| New | +$234K | 0.03% | 227 |
|
|
2022
Q2 | – | Sell |
-3,410
| Closed | -$254K | – | 245 |
|
|
2022
Q1 | $254K | Buy |
3,410
+647
| +23% | +$48.2K | 0.03% | 214 |
|
|
2021
Q4 | $220K | Sell |
2,763
-3,186
| -54% | -$254K | 0.03% | 280 |
|
|
2021
Q3 | $438K | Sell |
5,949
-663
| -10% | -$48.8K | 0.05% | 249 |
|
|
2021
Q2 | $439K | Buy |
+6,612
| New | +$439K | 0.06% | 205 |
|