Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-645
| Closed | -$25K | – | 360 |
|
|
2015
Q3 | $25K | Hold |
645
| – | – | 0.02% | 229 |
|
|
2015
Q2 | $27K | Buy |
645
+411
| +176% | +$17.2K | 0.02% | 195 |
|
|
2015
Q1 | $10K | Buy |
234
+1
| +0.4% | +$43 | 0.01% | 264 |
|
|
2014
Q4 | $11K | Buy |
233
+2
| +0.9% | +$94 | 0.01% | 300 |
|
|
2014
Q3 | $11K | Buy |
+231
| New | +$11K | 0.01% | 462 |
|
|
2014
Q1 | – | Sell |
-44
| Closed | -$2K | – | 820 |
|
|
2013
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 787 |
|
|
2013
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 548 |
|