Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-35
| Closed | -$2K | – | 554 |
|
|
2020
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 496 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$123K | – | 475 |
|
|
2019
Q4 | $123K | Hold |
2,200
| – | – | 0.06% | 257 |
|
|
2019
Q3 | $128K | Sell |
2,200
-500
| -19% | -$29.1K | 0.05% | 273 |
|
|
2019
Q2 | $158K | Hold |
2,700
| – | – | 0.06% | 253 |
|
|
2019
Q1 | $147K | Hold |
2,700
| – | – | 0.04% | 226 |
|
|
2018
Q4 | $134K | Sell |
2,700
-400
| -13% | -$19.9K | 0.04% | 219 |
|
|
2018
Q3 | $188K | Sell |
3,100
-678
| -18% | -$41.1K | 0.05% | 203 |
|
|
2018
Q2 | $219K | Hold |
3,778
| – | – | 0.1% | 186 |
|
|
2018
Q1 | $215K | Hold |
3,778
| – | – | 0.1% | 219 |
|
|
2017
Q4 | $221K | Hold |
3,778
| – | – | 0.11% | 183 |
|
|
2017
Q3 | $213K | Hold |
3,778
| – | – | 0.11% | 207 |
|
|
2017
Q2 | $190K | Hold |
3,778
| – | – | 0.12% | 193 |
|
|
2017
Q1 | $189K | Buy |
3,778
+472
| +14% | +$23.6K | 0.12% | 170 |
|
|
2016
Q4 | $168K | Sell |
3,306
-80
| -2% | -$4.07K | 0.16% | 129 |
|
|
2016
Q3 | $150K | Buy |
+3,386
| New | +$150K | 0.1% | 168 |
|
|
2015
Q3 | $286K | Sell |
7,250
-34,000
| -82% | -$1.34M | 0.12% | 145 |
|
|
2015
Q2 | $1.75M | Hold |
41,250
| – | – | 0.56% | 66 |
|
|
2015
Q1 | $1.77M | Hold |
41,250
| – | – | 0.43% | 81 |
|
|
2014
Q4 | $1.97M | Buy |
+41,250
| New | +$1.97M | 0.39% | 88 |
|
|
2013
Q4 | $4.36M | Sell |
92,600
-10,900
| -11% | -$514K | 0.37% | 79 |
|
|
2013
Q3 | $4.66M | Buy |
103,500
+56,000
| +118% | +$2.52M | 0.36% | 72 |
|
|
2013
Q2 | $1.91M | Buy |
+47,500
| New | +$1.91M | 0.16% | 216 |
|