Rothschild & Co Asset Management US’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-44,231
| Closed | -$2.88M | – | 535 |
|
|
2017
Q2 | $2.88M | Buy |
44,231
+1,058
| +2% | +$68.9K | 0.03% | 310 |
|
|
2017
Q1 | $2.88M | Buy |
43,173
+15,639
| +57% | +$1.04M | 0.03% | 302 |
|
|
2016
Q4 | $1.82M | Buy |
+27,534
| New | +$1.82M | 0.02% | 342 |
|
|
2016
Q3 | – | Sell |
-28,901
| Closed | -$1.6M | – | 576 |
|
|
2016
Q2 | $1.6M | Buy |
+28,901
| New | +$1.6M | 0.03% | 331 |
|