Ropes Wealth 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
Q2 | – | Sell |
-2,000
| Closed | -$85K | – | 608 |
|
|
2020
Q1 | $85K | Hold |
2,000
| – | – | 0.02% | 243 |
|
|
2019
Q4 | $112K | Hold |
2,000
| – | – | 0.02% | 260 |
|
|
2019
Q3 | $117K | Hold |
2,000
| – | – | 0.02% | 269 |
|
|
2019
Q2 | $117K | Hold |
2,000
| – | – | 0.02% | 266 |
|
|
2019
Q1 | $109K | Sell |
2,000
-210
| -10% | -$11.4K | 0.03% | 262 |
|
|
2018
Q4 | $110K | Hold |
2,210
| – | – | 0.03% | 257 |
|
|
2018
Q3 | $134K | Hold |
2,210
| – | – | 0.03% | 254 |
|
|
2018
Q2 | $128K | Sell |
2,210
-49
| -2% | -$2.84K | 0.03% | 262 |
|
|
2018
Q1 | $128K | Buy |
2,259
+49
| +2% | +$2.78K | 0.04% | 250 |
|
|
2017
Q4 | $129K | Sell |
2,210
-166
| -7% | -$9.69K | 0.03% | 246 |
|
|
2017
Q3 | $134K | Hold |
2,376
| – | – | 0.04% | 242 |
|
|
2017
Q2 | $120K | Buy |
2,376
+376
| +19% | +$19K | 0.03% | 251 |
|
|
2017
Q1 | $100K | Hold |
2,000
| – | – | 0.03% | 266 |
|
|
2016
Q4 | $99K | Buy |
+2,000
| New | +$99K | 0.03% | 261 |
|