TD Private Client Wealth’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-329
| Closed | -$9.1K | – | 1261 |
|
|
2023
Q2 | $9.1K | Hold |
329
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q1 | $10.7K | Buy |
329
+247
| +301% | +$8K | ﹤0.01% | 1017 |
|
|
2022
Q4 | $2.87K | Hold |
82
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q3 | $2.78K | Hold |
82
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q2 | $2.93K | Sell |
82
-93
| -53% | -$3.32K | ﹤0.01% | 1107 |
|
|
2022
Q1 | $6.23K | Hold |
175
| – | – | ﹤0.01% | 1086 |
|
|
2021
Q4 | $7.21K | Sell |
175
-123
| -41% | -$5.06K | ﹤0.01% | 930 |
|
|
2021
Q3 | $11.6K | Hold |
298
| – | – | ﹤0.01% | 902 |
|
|
2021
Q2 | $10.4K | Hold |
298
| – | – | ﹤0.01% | 911 |
|
|
2021
Q1 | $10.1K | Buy |
298
+236
| +381% | +$7.99K | ﹤0.01% | 885 |
|
|
2020
Q4 | $2.18K | Buy |
62
+28
| +82% | +$983 | ﹤0.01% | 954 |
|
|
2020
Q3 | $1.12K | Buy |
+34
| New | +$1.12K | ﹤0.01% | 955 |
|