Surevest’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $77K | Hold |
1,252
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $82K | Hold |
1,252
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $99K | Hold |
1,252
| – | – | 0.02% | 159 |
|
|
2021
Q4 | $96K | Buy |
+1,252
| New | +$96K | 0.02% | 150 |
|
|
2020
Q1 | – | Sell |
-11,999
| Closed | -$674K | – | 137 |
|
|
2019
Q4 | $674K | Sell |
11,999
-353
| -3% | -$19.8K | 0.29% | 98 |
|
|
2019
Q3 | $720K | Sell |
12,352
-805
| -6% | -$46.9K | 0.35% | 94 |
|
|
2019
Q2 | $768K | Buy |
13,157
+396
| +3% | +$23.1K | 0.4% | 87 |
|
|
2019
Q1 | $693K | Buy |
12,761
+6,380
| +100% | +$346K | 0.43% | 72 |
|
|
2018
Q4 | $317K | Buy |
+6,381
| New | +$317K | 0.25% | 79 |
|