Peloton Wealth Strategists’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 |
-27,700
| Closed | -$1.09M | – | 77 |
|
|
2015
Q3 | $1.09M | Sell |
27,700
-2,200
| -7% | -$86.7K | 0.95% | 49 |
|
|
2015
Q2 | $1.27M | Sell |
29,900
-800
| -3% | -$34K | 1.01% | 52 |
|
|
2015
Q1 | $1.32M | Hold |
30,700
| – | – | 1.02% | 52 |
|
|
2014
Q4 | $1.47M | Sell |
30,700
-500
| -2% | -$23.9K | 1.12% | 42 |
|
|
2014
Q3 | $1.54M | Buy |
+31,200
| New | +$1.54M | 1.21% | 40 |
|
|
2014
Q2 | – | Sell |
-38,600
| Closed | -$1.81M | – | 91 |
|
|
2014
Q1 | $1.81M | Buy |
38,600
+300
| +0.8% | +$14.1K | 1.49% | 30 |
|
|
2013
Q4 | $1.81M | Sell |
38,300
-200
| -0.5% | -$9.43K | 1.46% | 34 |
|
|
2013
Q3 | $1.73M | Sell |
38,500
-49,900
| -56% | -$2.24M | 1.45% | 34 |
|
|
2013
Q2 | $3.36M | Buy |
+88,400
| New | +$3.36M | 3.03% | 3 |
|