SDAM
Shulman DeMeo Asset Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,707
| Closed | -$215K | – | 143 |
|
|
2022
Q1 | $215K | Hold |
2,707
| – | – | 0.06% | 134 |
|
|
2021
Q4 | $208K | Buy |
+2,707
| New | +$208K | 0.05% | 140 |
|
|
2020
Q1 | – | Sell |
-4,504
| Closed | -$253K | – | 126 |
|
|
2019
Q4 | $253K | Sell |
4,504
-196
| -4% | -$11K | 0.09% | 109 |
|
|
2019
Q3 | $274K | Hold |
4,700
| – | – | 0.09% | 103 |
|
|
2019
Q2 | $274K | Hold |
4,700
| – | – | 0.1% | 98 |
|
|
2019
Q1 | $255K | Buy |
+4,700
| New | +$255K | 0.1% | 102 |
|