Thomas J. Herzfeld Advisors’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
Q2 | – | Sell |
-167
| Closed | -$7K | – | 332 |
|
|
2020
Q1 | $7K | Hold |
167
| – | – | ﹤0.01% | 196 |
|
|
2019
Q4 | $9K | Hold |
167
| – | – | ﹤0.01% | 203 |
|
|
2019
Q3 | $10K | Sell |
167
-88
| -35% | -$5.27K | ﹤0.01% | 211 |
|
|
2019
Q2 | $15K | Hold |
255
| – | – | 0.01% | 195 |
|
|
2019
Q1 | $14K | Buy |
255
+122
| +92% | +$6.7K | 0.01% | 219 |
|
|
2018
Q4 | $7K | Hold |
133
| – | – | ﹤0.01% | 256 |
|
|
2018
Q3 | $8K | Sell |
133
-68
| -34% | -$4.09K | ﹤0.01% | 240 |
|
|
2018
Q2 | $12K | Hold |
201
| – | – | ﹤0.01% | 232 |
|
|
2018
Q1 | $11K | Buy |
201
+11
| +6% | +$602 | ﹤0.01% | 252 |
|
|
2017
Q4 | $11K | Hold |
190
| – | – | ﹤0.01% | 253 |
|
|
2017
Q3 | $11K | Hold |
190
| – | – | ﹤0.01% | 242 |
|
|
2017
Q2 | $10K | Sell |
190
-581
| -75% | -$30.6K | ﹤0.01% | 242 |
|
|
2017
Q1 | $39K | Hold |
771
| – | – | 0.02% | 220 |
|
|
2016
Q4 | $38K | Sell |
771
-91
| -11% | -$4.49K | 0.02% | 220 |
|
|
2016
Q3 | $38K | Hold |
862
| – | – | 0.02% | 199 |
|
|
2016
Q2 | $37K | Hold |
862
| – | – | 0.02% | 222 |
|
|
2016
Q1 | $37K | Buy |
+862
| New | +$37K | 0.02% | 234 |
|