Pinnacle Wealth Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,027
| Closed | -$308K | – | 482 |
|
|
2022
Q3 | $308K | Buy |
+5,027
| New | +$308K | 0.06% | 230 |
|
|
2022
Q2 | – | Sell |
-3,542
| Closed | -$281K | – | 469 |
|
|
2022
Q1 | $281K | Buy |
3,542
+335
| +10% | +$26.6K | 0.05% | 279 |
|
|
2021
Q4 | $246K | Buy |
+3,207
| New | +$246K | 0.05% | 302 |
|
|
2021
Q1 | – | Sell |
-1,607
| Closed | -$91K | – | 1752 |
|
|
2020
Q4 | $91K | Buy |
+1,607
| New | +$91K | 0.02% | 508 |
|