Squar Milner Financial Services’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 |
-1,401
| Closed | -$59K | – | 680 |
|
|
2020
Q1 | $59K | Hold |
1,401
| – | – | 0.04% | 343 |
|
|
2019
Q4 | $78K | Buy |
+1,401
| New | +$78K | 0.04% | 374 |
|
|
2019
Q3 | – | Sell |
-1,451
| Closed | -$85K | – | 659 |
|
|
2019
Q2 | $85K | Buy |
1,451
+1,234
| +569% | +$72.3K | 0.06% | 289 |
|
|
2019
Q1 | $11K | Hold |
217
| – | – | 0.01% | 504 |
|
|
2018
Q4 | $11K | Hold |
217
| – | – | 0.01% | 462 |
|
|
2018
Q3 | $13K | Hold |
217
| – | – | 0.01% | 455 |
|
|
2018
Q2 | $13K | Buy |
+217
| New | +$13K | 0.01% | 540 |
|