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 |
|