Summit X LLC’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
Q4 | – | Sell |
-357
| Closed | -$416 | – | 409 |
|
|
2020
Q3 | $416 | Buy |
+357
| New | +$416 | 0.01% | 332 |
|
|
2020
Q1 | – | Sell |
-38,540
| Closed | -$2.16M | – | 243 |
|
|
2019
Q4 | $2.16M | Buy |
38,540
+2,541
| +7% | +$142K | 0.8% | 35 |
|
|
2019
Q3 | $2.1M | Buy |
35,999
+1,445
| +4% | +$84.1K | 0.84% | 32 |
|
|
2019
Q2 | $2.02M | Buy |
34,554
+1,922
| +6% | +$112K | 0.83% | 33 |
|
|
2019
Q1 | $1.77M | Buy |
32,632
+18,890
| +137% | +$1.03M | 0.76% | 37 |
|
|
2018
Q4 | $682K | Buy |
13,742
+5,945
| +76% | +$295K | 0.39% | 65 |
|
|
2018
Q3 | $493K | Buy |
+7,797
| New | +$493K | 0.24% | 113 |
|