Schubert & Co’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-71
| Closed | -$4.25K | – | 1347 |
|
2023
Q1 | $4.25K | Sell |
71
-68
| -49% | -$4.07K | ﹤0.01% | 522 |
|
2022
Q4 | $9K | Sell |
139
-40
| -22% | -$2.59K | 0.01% | 245 |
|
2022
Q3 | $11K | Buy |
179
+26
| +17% | +$1.6K | 0.01% | 187 |
|
2022
Q2 | $10K | Buy |
+153
| New | +$10K | 0.01% | 187 |
|