Stonehage Fleming 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-157
| Closed | -$10.2K | – | 261 |
|
|
2023
Q4 | $10.2K | Hold |
157
| – | – | ﹤0.01% | 210 |
|
|
2023
Q3 | $9.5K | Hold |
157
| – | – | ﹤0.01% | 230 |
|
|
2023
Q2 | $9.74K | Buy |
+157
| New | +$9.74K | ﹤0.01% | 182 |
|
|
2022
Q3 | – | Sell |
-157
| Closed | -$10K | – | 260 |
|
|
2022
Q2 | $10K | Buy |
+157
| New | +$10K | ﹤0.01% | 236 |
|
|
2022
Q1 | – | Sell |
-157
| Closed | -$12K | – | 239 |
|
|
2021
Q4 | $12K | Buy |
+157
| New | +$12K | ﹤0.01% | 214 |
|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$497K | – | 228 |
|
|
2018
Q4 | $497K | Hold |
10,000
| – | – | 0.03% | 105 |
|
|
2018
Q3 | $607K | Sell |
10,000
-600
| -6% | -$36.4K | 0.04% | 99 |
|
|
2018
Q2 | $613K | Hold |
10,600
| – | – | 0.03% | 114 |
|
|
2018
Q1 | $601K | Buy |
10,600
+600
| +6% | +$34K | 0.04% | 99 |
|
|
2017
Q4 | $588K | Hold |
10,000
| – | – | 0.03% | 116 |
|
|
2017
Q3 | $562K | Hold |
10,000
| – | – | 0.03% | 133 |
|
|
2017
Q2 | $503K | Hold |
10,000
| – | – | 0.03% | 134 |
|
|
2017
Q1 | $499K | Hold |
10,000
| – | – | 0.03% | 161 |
|
|
2016
Q4 | $494K | Hold |
10,000
| – | – | 0.03% | 163 |
|
|
2016
Q3 | $443K | Hold |
10,000
| – | – | 0.03% | 151 |
|
|
2016
Q2 | $427K | Buy |
10,000
+7,940
| +385% | +$339K | 0.03% | 148 |
|
|
2016
Q1 | $170K | Buy |
+2,060
| New | +$170K | 0.01% | 209 |
|
|
2015
Q3 | – | Sell |
-3,900
| Closed | -$207K | – | 147 |
|
|
2015
Q2 | $207K | Hold |
3,900
| – | – | 0.02% | 88 |
|
|
2015
Q1 | $211K | Hold |
3,900
| – | – | 0.03% | 97 |
|
|
2014
Q4 | $216K | Buy |
+3,900
| New | +$216K | 0.03% | 95 |
|