R.H. Bluestein & Co’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$368K Sell
6,000
-1,500
-20% -$92K 0.02% 194
2022
Q2
$492K Sell
7,500
-2,500
-25% -$164K 0.03% 165
2022
Q1
$794K Hold
10,000
0.03% 125
2021
Q4
$767K Sell
10,000
-2,000
-17% -$153K 0.03% 145
2021
Q3
$794K Buy
12,000
+2,000
+20% +$132K 0.03% 145
2021
Q2
$701K Buy
10,000
+5,000
+100% +$351K 0.03% 180
2021
Q1
$326K Hold
5,000
0.01% 289
2020
Q4
$282K Hold
5,000
0.01% 303
2020
Q3
$231K Hold
5,000
0.01% 300
2020
Q2
$223K Hold
5,000
0.01% 295
2020
Q1
$212K Sell
5,000
-5,000
-50% -$212K 0.02% 247
2019
Q4
$561K Hold
10,000
0.03% 146
2019
Q3
$583K Hold
10,000
0.03% 132
2019
Q2
$584K Hold
10,000
0.03% 133
2019
Q1
$543K Hold
10,000
0.03% 127
2018
Q4
$497K Sell
10,000
-5,000
-33% -$249K 0.04% 111
2018
Q3
$912K Hold
15,000
0.04% 93
2018
Q2
$868K Sell
15,000
-3,000
-17% -$174K 0.04% 89
2018
Q1
$1.02M Sell
18,000
-2,000
-10% -$114K 0.06% 89
2017
Q4
$1.17M Hold
20,000
0.06% 67
2017
Q3
$1.13M Buy
20,000
+5,000
+33% +$281K 0.06% 77
2017
Q2
$756K Buy
15,000
+10,000
+200% +$504K 0.04% 89
2017
Q1
$250K Hold
5,000
0.02% 270
2016
Q4
$247K Hold
5,000
0.02% 247
2016
Q3
$222K Sell
5,000
-100
-2% -$4.44K 0.01% 262
2016
Q2
$219K Hold
5,100
0.02% 255
2016
Q1
$220K Sell
5,100
-5,000
-50% -$216K 0.02% 252
2015
Q4
$396K Hold
10,100
0.02% 158
2015
Q3
$398K Hold
10,100
0.03% 163
2015
Q2
$429K Hold
10,100
0.03% 198
2015
Q1
$433K Hold
10,100
0.03% 189
2014
Q4
$483K Hold
10,100
0.03% 183
2014
Q3
$499K Hold
10,100
0.03% 194
2014
Q2
$519K Hold
10,100
0.03% 200
2014
Q1
$474K Sell
10,100
-100
-1% -$4.69K 0.03% 196
2013
Q4
$481K Hold
10,200
0.03% 200
2013
Q3
$459K Hold
10,200
0.03% 195
2013
Q2
$410K Buy
+10,200
New +$410K 0.04% 193