Perigon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,906
| Closed | -$414K | – | 554 |
|
|
2021
Q2 | $414K | Buy |
+5,906
| New | +$414K | 0.04% | 343 |
|
|
2021
Q1 | – | Sell |
-516
| Closed | -$29K | – | 960 |
|
|
2020
Q4 | $29K | Buy |
+516
| New | +$29K | ﹤0.01% | 906 |
|
|
2017
Q1 | – | Sell |
-337
| Closed | -$18K | – | 702 |
|
|
2016
Q4 | $18K | Hold |
337
| – | – | ﹤0.01% | 485 |
|
|
2016
Q3 | $15K | Buy |
+337
| New | +$15K | ﹤0.01% | 437 |
|