Pinnacle Financial Partners’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
Q4 | – | Sell |
-3,380
| Closed | -$204K | – | 536 |
|
|
2023
Q3 | $204K | Sell |
3,380
-207
| -6% | -$12.5K | 0.01% | 383 |
|
|
2023
Q2 | $222K | Sell |
3,587
-1,455
| -29% | -$90.2K | 0.01% | 376 |
|
|
2023
Q1 | $302K | Buy |
+5,042
| New | +$302K | 0.01% | 339 |
|
|
2022
Q4 | – | Sell |
-3,679
| Closed | -$226K | – | 589 |
|
|
2022
Q3 | $226K | Buy |
3,679
+33
| +0.9% | +$2.03K | 0.01% | 343 |
|
|
2022
Q2 | $239K | Buy |
3,646
+513
| +16% | +$33.6K | 0.01% | 335 |
|
|
2022
Q1 | $249K | Buy |
+3,133
| New | +$249K | 0.01% | 337 |
|
|
2020
Q1 | – | Sell |
-5,238
| Closed | -$294K | – | 475 |
|
|
2019
Q4 | $294K | Hold |
5,238
| – | – | 0.02% | 308 |
|
|
2019
Q3 | $305K | Hold |
5,238
| – | – | 0.02% | 283 |
|
|
2019
Q2 | $306K | Sell |
5,238
-500
| -9% | -$29.2K | 0.02% | 276 |
|
|
2019
Q1 | $312K | Buy |
5,738
+940
| +20% | +$51.1K | 0.03% | 273 |
|
|
2018
Q4 | $239K | Hold |
4,798
| – | – | 0.02% | 291 |
|
|
2018
Q3 | $292K | Buy |
4,798
+229
| +5% | +$13.9K | 0.02% | 281 |
|
|
2018
Q2 | $264K | Sell |
4,569
-1,684
| -27% | -$97.3K | 0.03% | 274 |
|
|
2018
Q1 | $355K | Sell |
6,253
-700
| -10% | -$39.7K | 0.04% | 240 |
|
|
2017
Q4 | $408K | Sell |
6,953
-351
| -5% | -$20.6K | 0.04% | 227 |
|
|
2017
Q3 | $411K | Sell |
7,304
-5
| -0.1% | -$281 | 0.05% | 203 |
|
|
2017
Q2 | $368K | Hold |
7,309
| – | – | 0.05% | 217 |
|
|
2017
Q1 | $366K | Buy |
7,309
+1,149
| +19% | +$57.5K | 0.07% | 193 |
|
|
2016
Q4 | $304K | Sell |
6,160
-580
| -9% | -$28.6K | 0.07% | 196 |
|
|
2016
Q3 | $295K | Hold |
6,740
| – | – | 0.07% | 213 |
|
|
2016
Q2 | $295K | Sell |
6,740
-860
| -11% | -$37.6K | 0.07% | 206 |
|
|
2016
Q1 | $328K | Buy |
+7,600
| New | +$328K | 0.08% | 193 |
|