Stockman Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,350
| Closed | -$231K | – | 71 |
|
|
2016
Q1 | $231K | Buy |
5,350
+200
| +4% | +$8.64K | 0.18% | 68 |
|
|
2015
Q4 | $202K | Sell |
5,150
-400
| -7% | -$15.7K | 0.16% | 76 |
|
|
2015
Q3 | $219K | Buy |
5,550
+400
| +8% | +$15.8K | 0.19% | 77 |
|
|
2015
Q2 | $219K | Sell |
5,150
-650
| -11% | -$27.6K | 0.19% | 74 |
|
|
2015
Q1 | $249K | Buy |
+5,800
| New | +$249K | 0.21% | 74 |
|