RFA
Reilly Financial Advisors’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20.5M | Buy |
267,208
+266,879
| +81,118% | +$20.5M | 1.52% | 18 |
|
|
2021
Q3 | $22K | Hold |
329
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $23K | Hold |
329
| – | – | ﹤0.01% | 527 |
|
|
2021
Q1 | $21K | Hold |
329
| – | – | ﹤0.01% | 532 |
|
|
2020
Q4 | $19K | Hold |
329
| – | – | ﹤0.01% | 506 |
|
|
2020
Q3 | $15K | Hold |
329
| – | – | ﹤0.01% | 500 |
|
|
2020
Q2 | $15K | Hold |
329
| – | – | ﹤0.01% | 505 |
|
|
2020
Q1 | $14K | Hold |
329
| – | – | ﹤0.01% | 492 |
|
|
2019
Q4 | $18K | Hold |
329
| – | – | ﹤0.01% | 530 |
|
|
2019
Q3 | $19K | Hold |
329
| – | – | ﹤0.01% | 527 |
|
|
2019
Q2 | $19K | Hold |
329
| – | – | ﹤0.01% | 554 |
|
|
2019
Q1 | $18K | Hold |
329
| – | – | ﹤0.01% | 554 |
|
|
2018
Q4 | $16K | Hold |
329
| – | – | ﹤0.01% | 554 |
|
|
2018
Q3 | $20K | Hold |
329
| – | – | ﹤0.01% | 565 |
|
|
2018
Q2 | $19K | Hold |
329
| – | – | ﹤0.01% | 526 |
|
|
2018
Q1 | $19K | Hold |
329
| – | – | ﹤0.01% | 515 |
|
|
2017
Q4 | $19K | Hold |
329
| – | – | ﹤0.01% | 532 |
|
|
2017
Q3 | $19K | Hold |
329
| – | – | ﹤0.01% | 508 |
|
|
2017
Q2 | $17K | Buy |
+329
| New | +$17K | ﹤0.01% | 543 |
|
|
2016
Q3 | – | Sell |
-135
| Closed | -$6K | – | 886 |
|
|
2016
Q2 | $6K | Sell |
135
-365
| -73% | -$16.2K | ﹤0.01% | 580 |
|
|
2016
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 431 |
|
|
2015
Q4 | $20K | Sell |
500
-500
| -50% | -$20K | ﹤0.01% | 465 |
|
|
2015
Q3 | $39K | Sell |
1,000
-507
| -34% | -$19.8K | 0.01% | 432 |
|
|
2015
Q2 | $64K | Sell |
1,507
-4,676
| -76% | -$199K | 0.01% | 385 |
|
|
2015
Q1 | $265K | Buy |
6,183
+4,471
| +261% | +$192K | 0.05% | 154 |
|
|
2014
Q4 | $82K | Buy |
1,712
+712
| +71% | +$34.1K | 0.02% | 207 |
|
|
2014
Q3 | $49K | Buy |
1,000
+600
| +150% | +$29.4K | 0.01% | 265 |
|
|
2014
Q2 | $21K | Hold |
400
| – | – | 0.01% | 408 |
|
|
2014
Q1 | $19K | Sell |
400
-967
| -71% | -$45.9K | ﹤0.01% | 448 |
|
|
2013
Q4 | $129K | Buy |
1,367
+1,167
| +584% | +$110K | 0.03% | 141 |
|
|
2013
Q3 | $18K | Hold |
200
| – | – | 0.01% | 368 |
|
|
2013
Q2 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 387 |
|