RegentAtlantic Capital’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 | $312K | Sell |
5,084
-360
| -7% | -$22.1K | 0.01% | 555 |
|
|
2022
Q2 | $357K | Buy |
5,444
+95
| +2% | +$6.23K | 0.01% | 514 |
|
|
2022
Q1 | $425K | Buy |
5,349
+1,000
| +23% | +$79.5K | 0.01% | 496 |
|
|
2021
Q4 | $333K | Buy |
4,349
+19
| +0.4% | +$1.46K | 0.01% | 547 |
|
|
2021
Q3 | $286K | Hold |
4,330
| – | – | 0.01% | 569 |
|
|
2021
Q2 | $303K | Sell |
4,330
-1,048
| -19% | -$73.3K | 0.01% | 527 |
|
|
2021
Q1 | $351K | Buy |
5,378
+1,082
| +25% | +$70.6K | 0.01% | 447 |
|
|
2020
Q4 | $242K | Buy |
+4,296
| New | +$242K | 0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-3,643
| Closed | -$204K | – | 468 |
|
|
2019
Q4 | $204K | Hold |
3,643
| – | – | 0.01% | 445 |
|
|
2019
Q3 | $212K | Hold |
3,643
| – | – | 0.01% | 420 |
|
|
2019
Q2 | $213K | Buy |
+3,643
| New | +$213K | 0.01% | 416 |
|
|
2018
Q4 | – | Sell |
-4,073
| Closed | -$248K | – | 436 |
|
|
2018
Q3 | $248K | Buy |
4,073
+91
| +2% | +$5.54K | 0.02% | 392 |
|
|
2018
Q2 | $230K | Hold |
3,982
| – | – | 0.02% | 378 |
|
|
2018
Q1 | $226K | Buy |
3,982
+76
| +2% | +$4.31K | 0.02% | 386 |
|
|
2017
Q4 | $229K | Hold |
3,906
| – | – | 0.02% | 399 |
|
|
2017
Q3 | $220K | Buy |
+3,906
| New | +$220K | 0.02% | 394 |
|
|
2016
Q2 | – | Sell |
-7,271
| Closed | -$314K | – | 389 |
|
|
2016
Q1 | $314K | Buy |
+7,271
| New | +$314K | 0.03% | 310 |
|
|
2015
Q1 | – | Sell |
-6,021
| Closed | -$288K | – | 874 |
|
|
2014
Q4 | $288K | Hold |
6,021
| – | – | 0.02% | 309 |
|
|
2014
Q3 | $297K | Sell |
6,021
-420
| -7% | -$20.7K | 0.03% | 303 |
|
|
2014
Q2 | $331K | Buy |
6,441
+100
| +2% | +$5.14K | 0.03% | 292 |
|
|
2014
Q1 | $298K | Sell |
6,341
-405
| -6% | -$19K | 0.03% | 293 |
|
|
2013
Q4 | $318K | Sell |
6,746
-1,010
| -13% | -$47.6K | 0.03% | 293 |
|
|
2013
Q3 | $349K | Buy |
7,756
+390
| +5% | +$17.5K | 0.04% | 268 |
|
|
2013
Q2 | $296K | Buy |
+7,366
| New | +$296K | 0.04% | 277 |
|