Progressive Investment Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,803
| Closed | -$421K | – | 58 |
|
|
2016
Q2 | $421K | Buy |
9,803
+342
| +4% | +$14.7K | 0.41% | 51 |
|
|
2016
Q1 | $408K | Hold |
9,461
| – | – | 0.41% | 50 |
|
|
2015
Q4 | $371K | Hold |
9,461
| – | – | 0.4% | 58 |
|
|
2015
Q3 | $373K | Sell |
9,461
-342
| -3% | -$13.5K | 0.43% | 56 |
|
|
2015
Q2 | $417K | Sell |
9,803
-1,148
| -10% | -$48.8K | 0.46% | 58 |
|
|
2015
Q1 | $469K | Sell |
10,951
-9,478
| -46% | -$406K | 1.62% | 35 |
|
|
2014
Q4 | $976K | Sell |
20,429
-176,706
| -90% | -$8.44M | 0.34% | 42 |
|
|
2014
Q3 | $9.73M | Hold |
197,135
| – | – | 3.37% | 6 |
|
|
2014
Q2 | $10.2M | Buy |
197,135
+177,613
| +910% | +$9.16M | 3.28% | 3 |
|
|
2014
Q1 | $917K | Buy |
19,522
+1,590
| +9% | +$74.7K | 0.29% | 43 |
|
|
2013
Q4 | $845K | Buy |
17,932
+192
| +1% | +$9.05K | 0.29% | 44 |
|
|
2013
Q3 | $798K | Sell |
17,740
-532
| -3% | -$23.9K | 0.3% | 44 |
|
|
2013
Q2 | $734K | Buy |
+18,272
| New | +$734K | 0.28% | 43 |
|