Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,304
| Closed | -$638K | – | 378 |
|
|
2020
Q4 | $638K | Buy |
+11,304
| New | +$638K | 0.07% | 244 |
|
|
2020
Q3 | – | Sell |
-6,412
| Closed | -$286K | – | 252 |
|
|
2020
Q2 | $286K | Buy |
+6,412
| New | +$286K | 0.05% | 253 |
|
|
2020
Q1 | – | Sell |
-6,506
| Closed | -$365K | – | 274 |
|
|
2019
Q4 | $365K | Buy |
6,506
+157
| +2% | +$8.81K | 0.07% | 232 |
|
|
2019
Q3 | $370K | Sell |
6,349
-1,127
| -15% | -$65.7K | 0.07% | 220 |
|
|
2019
Q2 | $436K | Buy |
7,476
+345
| +5% | +$20.1K | 0.09% | 206 |
|
|
2019
Q1 | $387K | Buy |
7,131
+568
| +9% | +$30.8K | 0.08% | 211 |
|
|
2018
Q4 | $326K | Buy |
+6,563
| New | +$326K | 0.07% | 230 |
|
|
2018
Q2 | – | Sell |
-4,653
| Closed | -$265K | – | 312 |
|
|
2018
Q1 | $265K | Buy |
4,653
+782
| +20% | +$44.5K | 0.06% | 247 |
|
|
2017
Q4 | $227K | Buy |
+3,871
| New | +$227K | 0.05% | 255 |
|
|
2015
Q4 | – | Sell |
-4,854
| Closed | -$191K | – | 806 |
|
|
2015
Q3 | $191K | Buy |
4,854
+70
| +1% | +$2.75K | 0.05% | 239 |
|
|
2015
Q2 | $203K | Buy |
4,784
+4,634
| +3,089% | +$197K | 0.05% | 248 |
|
|
2015
Q1 | $6K | Buy |
150
+70
| +88% | +$2.8K | ﹤0.01% | 788 |
|
|
2014
Q4 | $4K | Sell |
80
-177
| -69% | -$8.85K | ﹤0.01% | 779 |
|
|
2014
Q3 | $13K | Sell |
257
-36
| -12% | -$1.82K | ﹤0.01% | 643 |
|
|
2014
Q2 | $15K | Buy |
+293
| New | +$15K | 0.01% | 600 |
|