TD Private Client Wealth’s Element Solutions ESI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.7K | Sell |
1,002
-141
| -12% | -$3.19K | ﹤0.01% | 967 |
|
2025
Q1 | $25.8K | Buy |
1,143
+85
| +8% | +$1.92K | ﹤0.01% | 906 |
|
2024
Q4 | $26.9K | Buy |
+1,058
| New | +$26.9K | ﹤0.01% | 932 |
|
2020
Q3 | – | Sell |
-2,850
| Closed | -$30.9K | – | 1128 |
|
2020
Q2 | $30.9K | Sell |
2,850
-8,260
| -74% | -$89.6K | ﹤0.01% | 670 |
|
2020
Q1 | $92.9K | Buy |
11,110
+2,601
| +31% | +$21.7K | 0.01% | 503 |
|
2019
Q4 | $99.4K | Buy |
+8,509
| New | +$99.4K | 0.01% | 521 |
|