Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-978
| Closed | -$43K | – | 454 |
|
|
2020
Q2 | $43K | Hold |
978
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $41K | Hold |
978
| – | – | 0.02% | 202 |
|
|
2019
Q4 | $54K | Hold |
978
| – | – | 0.02% | 200 |
|
|
2019
Q3 | $57K | Hold |
978
| – | – | 0.03% | 196 |
|
|
2019
Q2 | $57K | Hold |
978
| – | – | 0.03% | 194 |
|
|
2019
Q1 | $53K | Hold |
978
| – | – | 0.03% | 204 |
|
|
2018
Q4 | $48K | Hold |
978
| – | – | 0.03% | 198 |
|
|
2018
Q3 | $59K | Hold |
978
| – | – | 0.03% | 208 |
|
|
2018
Q2 | $56K | Hold |
978
| – | – | 0.03% | 198 |
|
|
2018
Q1 | $56K | Hold |
978
| – | – | 0.03% | 187 |
|
|
2017
Q4 | $57K | Buy |
978
+400
| +69% | +$23.3K | 0.04% | 175 |
|
|
2017
Q3 | $33K | Hold |
578
| – | – | 0.02% | 218 |
|
|
2017
Q2 | $29K | Hold |
578
| – | – | 0.02% | 223 |
|
|
2017
Q1 | $29K | Buy |
+578
| New | +$29K | 0.02% | 218 |
|