PWAM
Pinnacle West Asset Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,750
| Closed | -$206K | – | 114 |
|
|
2024
Q2 | $206K | Sell |
3,750
-1,525
| -29% | -$83.8K | 0.16% | 104 |
|
|
2024
Q1 | $319K | Sell |
5,275
-1,275
| -19% | -$77.1K | 0.25% | 88 |
|
|
2023
Q4 | $423K | Sell |
6,550
-250
| -4% | -$16.1K | 0.36% | 72 |
|
|
2023
Q3 | $410K | Buy |
6,800
+100
| +1% | +$6.03K | 0.4% | 70 |
|
|
2023
Q2 | $415K | Sell |
6,700
-25
| -0.4% | -$1.55K | 0.4% | 71 |
|
|
2023
Q1 | $403K | Buy |
+6,725
| New | +$403K | 0.42% | 74 |
|