Proficio Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-905
| Closed | -$53K | – | 1366 |
|
|
2019
Q2 | $53K | Sell |
905
-202
| -18% | -$11.8K | 0.02% | 357 |
|
|
2019
Q1 | $60K | Sell |
1,107
-916
| -45% | -$49.6K | 0.02% | 295 |
|
|
2018
Q4 | $101K | Sell |
2,023
-957
| -32% | -$47.8K | 0.04% | 172 |
|
|
2018
Q3 | $181K | Sell |
2,980
-43
| -1% | -$2.61K | 0.06% | 130 |
|
|
2018
Q2 | $175K | Buy |
3,023
+64
| +2% | +$3.71K | 0.07% | 137 |
|
|
2018
Q1 | $168K | Buy |
2,959
+146
| +5% | +$8.29K | 0.05% | 141 |
|
|
2017
Q4 | $165K | Buy |
2,813
+61
| +2% | +$3.58K | 0.05% | 143 |
|
|
2017
Q3 | $155K | Hold |
2,752
| – | – | 0.06% | 192 |
|
|
2017
Q2 | $141K | Buy |
2,752
+664
| +32% | +$34K | 0.06% | 206 |
|
|
2017
Q1 | $98K | Buy |
2,088
+487
| +30% | +$22.9K | 0.04% | 254 |
|
|
2016
Q4 | $79K | Buy |
1,601
+62
| +4% | +$3.06K | 0.03% | 203 |
|
|
2016
Q3 | $68K | Buy |
1,539
+725
| +89% | +$32K | 0.04% | 218 |
|
|
2016
Q2 | $35K | Sell |
814
-323
| -28% | -$13.9K | 0.02% | 326 |
|
|
2016
Q1 | $49K | Buy |
1,137
+856
| +305% | +$36.9K | 0.04% | 219 |
|
|
2015
Q4 | $11K | Buy |
+281
| New | +$11K | 0.01% | 268 |
|