Pictet North America 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-96,414
| Closed | -$5.42M | – | 161 |
|
2019
Q4 | $5.42M | Sell |
96,414
-1,917
| -2% | -$108K | 0.67% | 31 |
|
2019
Q3 | $5.74M | Buy |
98,331
+1,163
| +1% | +$67.9K | 0.78% | 28 |
|
2019
Q2 | $5.69M | Sell |
97,168
-6,689
| -6% | -$392K | 0.83% | 28 |
|
2019
Q1 | $5.64M | Sell |
103,857
-45,183
| -30% | -$2.45M | 0.84% | 29 |
|
2018
Q4 | $7.41M | Sell |
149,040
-17,395
| -10% | -$864K | 0.67% | 29 |
|
2018
Q3 | $10.1M | Sell |
166,435
-5,438
| -3% | -$330K | 1.34% | 26 |
|
2018
Q2 | $9.94M | Buy |
171,873
+527
| +0.3% | +$30.5K | 1.48% | 25 |
|
2018
Q1 | $9.72M | Buy |
171,346
+11,386
| +7% | +$646K | 1.46% | 27 |
|
2017
Q4 | $9.4M | Buy |
159,960
+6,909
| +5% | +$406K | 1.44% | 23 |
|
2017
Q3 | $8.6M | Sell |
153,051
-10,002
| -6% | -$562K | 1.36% | 24 |
|
2017
Q2 | $8.21M | Sell |
163,053
-10,767
| -6% | -$542K | 1.36% | 25 |
|
2017
Q1 | $8.68M | Buy |
173,820
+12,255
| +8% | +$612K | 1.45% | 23 |
|
2016
Q4 | $7.98M | Buy |
+161,565
| New | +$7.98M | 1.76% | 16 |
|