PWAG
Polaris Wealth Advisory Group’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-57,894
| Closed | -$3.39M | – | 177 |
|
|
2019
Q2 | $3.39M | Buy |
57,894
+1,955
| +3% | +$115K | 0.26% | 64 |
|
|
2019
Q1 | $3.11M | Buy |
+55,939
| New | +$3.11M | 0.23% | 74 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$49K | – | 423 |
|
|
2018
Q3 | $49K | Buy |
+800
| New | +$49K | ﹤0.01% | 247 |
|
|
2018
Q2 | – | Sell |
-800
| Closed | -$45K | – | 409 |
|
|
2018
Q1 | $45K | Buy |
+800
| New | +$45K | ﹤0.01% | 225 |
|