TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,653
| Closed | -$93K | – | 645 |
|
|
2020
Q4 | $93K | Hold |
1,653
| – | – | 0.02% | 281 |
|
|
2020
Q3 | $76K | Hold |
1,653
| – | – | 0.01% | 282 |
|
|
2020
Q2 | $73K | Sell |
1,653
-4,616
| -74% | -$204K | 0.01% | 284 |
|
|
2020
Q1 | $265K | Sell |
6,269
-636
| -9% | -$26.9K | 0.06% | 135 |
|
|
2019
Q4 | $387K | Buy |
6,905
+777
| +13% | +$43.5K | 0.06% | 150 |
|
|
2019
Q3 | $357K | Sell |
6,128
-2,552
| -29% | -$149K | 0.06% | 144 |
|
|
2019
Q2 | $506K | Buy |
8,680
+2,548
| +42% | +$149K | 0.09% | 119 |
|
|
2019
Q1 | $333K | Sell |
6,132
-147
| -2% | -$7.98K | 0.06% | 141 |
|
|
2018
Q4 | $312K | Buy |
6,279
+1,184
| +23% | +$58.8K | 0.06% | 182 |
|
|
2018
Q3 | $310K | Sell |
5,095
-255
| -5% | -$15.5K | 0.04% | 213 |
|
|
2018
Q2 | $309K | Buy |
+5,350
| New | +$309K | 0.05% | 203 |
|