ProVise Management Group’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-12,200
| Closed | -$583K | – | 310 |
|
|
2014
Q4 | $583K | Sell |
12,200
-1,100
| -8% | -$52.6K | 0.13% | 168 |
|
|
2014
Q3 | $657K | Buy |
13,300
+500
| +4% | +$24.7K | 0.14% | 174 |
|
|
2014
Q2 | $658K | Sell |
12,800
-600
| -4% | -$30.8K | 0.14% | 175 |
|
|
2014
Q1 | $629K | Sell |
13,400
-4,100
| -23% | -$192K | 0.15% | 161 |
|
|
2013
Q4 | $825K | Hold |
17,500
| – | – | 0.21% | 131 |
|
|
2013
Q3 | $787K | Buy |
17,500
+3,600
| +26% | +$162K | 0.22% | 131 |
|
|
2013
Q2 | $559K | Buy |
+13,900
| New | +$559K | 0.17% | 164 |
|