RMAM
Raab & Moskowitz Asset Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,979
| Closed | -$236K | – | 166 |
|
|
2022
Q1 | $236K | Hold |
2,979
| – | – | 0.08% | 152 |
|
|
2021
Q4 | $228K | Sell |
2,979
-289
| -9% | -$22.1K | 0.07% | 157 |
|
|
2021
Q3 | $216K | Sell |
3,268
-615
| -16% | -$40.6K | 0.08% | 152 |
|
|
2021
Q2 | $272K | Sell |
3,883
-335
| -8% | -$23.5K | 0.1% | 138 |
|
|
2021
Q1 | $275K | Sell |
4,218
-43
| -1% | -$2.8K | 0.11% | 130 |
|
|
2020
Q4 | $240K | Sell |
4,261
-180
| -4% | -$10.1K | 0.1% | 134 |
|
|
2020
Q3 | $205K | Buy |
+4,441
| New | +$205K | 0.09% | 131 |
|
|
2020
Q2 | – | Sell |
-5,768
| Closed | -$244K | – | 140 |
|
|
2020
Q1 | $244K | Sell |
5,768
-4,038
| -41% | -$171K | 0.13% | 125 |
|
|
2019
Q4 | $550K | Sell |
9,806
-250
| -2% | -$14K | 0.22% | 99 |
|
|
2019
Q3 | $585K | Sell |
10,056
-751
| -7% | -$43.7K | 0.26% | 95 |
|
|
2019
Q2 | $630K | Sell |
10,807
-772
| -7% | -$45K | 0.28% | 89 |
|
|
2019
Q1 | $629K | Sell |
11,579
-2,123
| -15% | -$115K | 0.29% | 89 |
|
|
2018
Q4 | $681K | Sell |
13,702
-303
| -2% | -$15.1K | 0.34% | 82 |
|
|
2018
Q3 | $851K | Sell |
14,005
-1,933
| -12% | -$117K | 0.35% | 77 |
|
|
2018
Q2 | $922K | Sell |
15,938
-180
| -1% | -$10.4K | 0.44% | 69 |
|
|
2018
Q1 | $916K | Hold |
16,118
| – | – | 0.45% | 66 |
|
|
2017
Q4 | $944K | Sell |
16,118
-550
| -3% | -$32.2K | 0.46% | 69 |
|
|
2017
Q3 | $947K | Sell |
16,668
-925
| -5% | -$52.6K | 0.46% | 69 |
|
|
2017
Q2 | $880K | Sell |
17,593
-1,804
| -9% | -$90.2K | 0.44% | 69 |
|
|
2017
Q1 | $971K | Sell |
19,397
-2,525
| -12% | -$126K | 0.51% | 66 |
|
|
2016
Q4 | $1.08M | Sell |
21,922
-1,080
| -5% | -$53.3K | 0.59% | 57 |
|
|
2016
Q3 | $1.02M | Sell |
23,002
-490
| -2% | -$21.8K | 0.58% | 60 |
|
|
2016
Q2 | $1.01M | Sell |
23,492
-2,367
| -9% | -$102K | 0.57% | 57 |
|
|
2016
Q1 | $1.12M | Sell |
25,859
-50
| -0.2% | -$2.16K | 0.66% | 51 |
|
|
2015
Q4 | $1.01M | Sell |
25,909
-1,110
| -4% | -$43.4K | 0.6% | 56 |
|
|
2015
Q3 | $1.07M | Sell |
27,019
-6,162
| -19% | -$243K | 0.69% | 50 |
|
|
2015
Q2 | $1.41M | Sell |
33,181
-5,074
| -13% | -$216K | 0.87% | 43 |
|
|
2015
Q1 | $1.64M | Buy |
38,255
+8,257
| +28% | +$354K | 0.99% | 42 |
|
|
2014
Q4 | $1.43M | Buy |
29,998
+24,242
| +421% | +$1.16M | 0.82% | 45 |
|
|
2014
Q3 | $284K | Hold |
5,756
| – | – | 0.14% | 121 |
|
|
2014
Q2 | $296K | Sell |
5,756
-18,839
| -77% | -$969K | 0.14% | 129 |
|
|
2014
Q1 | $1.16M | Buy |
24,595
+12,184
| +98% | +$572K | 0.64% | 54 |
|
|
2013
Q4 | $1.17M | Buy |
+12,411
| New | +$1.17M | 0.67% | 52 |
|