TrueWealth LLC’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 | $138K | Sell |
3,088
-102
| -3% | -$4.56K | 0.06% | 171 |
|
|
2020
Q1 | $135K | Sell |
3,190
-1,000
| -24% | -$42.3K | 0.07% | 157 |
|
|
2019
Q4 | $235K | Buy |
4,190
+102
| +2% | +$5.72K | 0.1% | 125 |
|
|
2019
Q3 | $238K | Hold |
4,088
| – | – | 0.1% | 116 |
|
|
2019
Q2 | $239K | Sell |
4,088
-105
| -3% | -$6.14K | 0.11% | 120 |
|
|
2019
Q1 | $228K | Buy |
4,193
+105
| +3% | +$5.71K | 0.11% | 122 |
|
|
2018
Q4 | $203K | Hold |
4,088
| – | – | 0.1% | 120 |
|
|
2018
Q3 | $249K | Hold |
4,088
| – | – | 0.11% | 113 |
|
|
2018
Q2 | $237K | Hold |
4,088
| – | – | 0.11% | 117 |
|
|
2018
Q1 | $232K | Sell |
4,088
-125
| -3% | -$7.09K | 0.12% | 115 |
|
|
2017
Q4 | $247K | Buy |
+4,213
| New | +$247K | 0.12% | 113 |
|