Prudent Man Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,376
| Closed | -$203K | – | 197 |
|
|
2023
Q3 | $203K | Sell |
3,376
-113
| -3% | -$6.81K | 0.08% | 171 |
|
|
2023
Q2 | $216K | Hold |
3,489
| – | – | 0.08% | 181 |
|
|
2023
Q1 | $209K | Hold |
3,489
| – | – | 0.08% | 179 |
|
|
2022
Q4 | $226K | Buy |
+3,489
| New | +$226K | 0.09% | 174 |
|
|
2022
Q2 | – | Sell |
-2,714
| Closed | -$216K | – | 189 |
|
|
2022
Q1 | $216K | Hold |
2,714
| – | – | 0.09% | 170 |
|
|
2021
Q4 | $208K | Sell |
2,714
-646
| -19% | -$49.5K | 0.08% | 177 |
|
|
2021
Q3 | $222K | Hold |
3,360
| – | – | 0.08% | 186 |
|
|
2021
Q2 | $235K | Sell |
3,360
-33
| -1% | -$2.31K | 0.09% | 183 |
|
|
2021
Q1 | $221K | Sell |
3,393
-588
| -15% | -$38.3K | 0.09% | 181 |
|
|
2020
Q4 | $225K | Buy |
+3,981
| New | +$225K | 0.09% | 163 |
|