Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,700
| Closed | -$382K | – | 191 |
|
|
2015
Q3 | $382K | Buy |
9,700
+3,600
| +59% | +$142K | 0.22% | 95 |
|
|
2015
Q2 | $259K | Buy |
+6,100
| New | +$259K | 0.13% | 143 |
|
|
2014
Q3 | – | Sell |
-100
| Closed | -$5K | – | 713 |
|
|
2014
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 836 |
|
|
2014
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 806 |
|