Rothschild Investment LLC’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-15,900
| Closed | -$676K | – | 512 |
|
|
2015
Q2 | $676K | Hold |
15,900
| – | – | 0.08% | 257 |
|
|
2015
Q1 | $681K | Hold |
15,900
| – | – | 0.08% | 246 |
|
|
2014
Q4 | $760K | Hold |
15,900
| – | – | 0.09% | 222 |
|
|
2014
Q3 | $785K | Hold |
15,900
| – | – | 0.1% | 217 |
|
|
2014
Q2 | $817K | Sell |
15,900
-1,200
| -7% | -$61.7K | 0.1% | 194 |
|
|
2014
Q1 | $803K | Hold |
17,100
| – | – | 0.11% | 196 |
|
|
2013
Q4 | $806K | Sell |
17,100
-200
| -1% | -$9.43K | 0.11% | 195 |
|
|
2013
Q3 | $778K | Sell |
17,300
-350
| -2% | -$15.7K | 0.11% | 179 |
|
|
2013
Q2 | $709K | Buy |
+17,650
| New | +$709K | 0.12% | 176 |
|