Summit Global Investments’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 |
-4,592
| Closed | -$297K | – | 600 |
|
|
2023
Q4 | $297K | Sell |
4,592
-1,637
| -26% | -$106K | 0.02% | 434 |
|
|
2023
Q3 | $375K | Buy |
6,229
+723
| +13% | +$43.5K | 0.03% | 389 |
|
|
2023
Q2 | $341K | Sell |
5,506
-9
| -0.2% | -$557 | 0.02% | 400 |
|
|
2023
Q1 | $330K | Buy |
5,515
+184
| +3% | +$11K | 0.03% | 408 |
|
|
2022
Q4 | $345K | Buy |
5,331
+289
| +6% | +$18.7K | 0.03% | 379 |
|
|
2022
Q3 | $309K | Sell |
5,042
-6,320
| -56% | -$387K | 0.03% | 394 |
|
|
2022
Q2 | $745K | Sell |
11,362
-58,536
| -84% | -$3.84M | 0.07% | 261 |
|
|
2022
Q1 | $5.55M | Sell |
69,898
-10,565
| -13% | -$839K | 0.41% | 69 |
|
|
2021
Q4 | $6.17M | Buy |
80,463
+5,063
| +7% | +$388K | 0.4% | 62 |
|
|
2021
Q3 | $4.99M | Buy |
75,400
+42,637
| +130% | +$2.82M | 0.37% | 60 |
|
|
2021
Q2 | $2.3M | Buy |
32,763
+6,602
| +25% | +$462K | 0.14% | 121 |
|
|
2021
Q1 | $1.71M | Buy |
26,161
+8,045
| +44% | +$525K | 0.11% | 143 |
|
|
2020
Q4 | $1.02M | Buy |
+18,116
| New | +$1.02M | 0.1% | 151 |
|
|
2019
Q4 | – | Sell |
-12,440
| Closed | -$725K | – | 302 |
|
|
2019
Q3 | $725K | Buy |
12,440
+155
| +1% | +$9.03K | 0.08% | 233 |
|
|
2019
Q2 | $717K | Buy |
12,285
+1,395
| +13% | +$81.4K | 0.09% | 186 |
|
|
2019
Q1 | $592K | Buy |
+10,890
| New | +$592K | 0.08% | 251 |
|