WBH Advisory’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,293
| Closed | -$228K | – | 206 |
|
|
2016
Q1 | $228K | Hold |
5,293
| – | – | 0.08% | 177 |
|
|
2015
Q4 | $207 | Hold |
5,293
| – | – | 0.07% | 192 |
|
|
2015
Q3 | $208K | Sell |
5,293
-800
| -13% | -$31.4K | 0.09% | 183 |
|
|
2015
Q2 | $259K | Sell |
6,093
-200
| -3% | -$8.5K | 0.1% | 170 |
|
|
2015
Q1 | $269 | Sell |
6,293
-35
| -0.6% | -$1 | 0.08% | 172 |
|
|
2014
Q4 | $302K | Hold |
6,328
| – | – | 0.11% | 161 |
|
|
2014
Q3 | $312K | Hold |
6,328
| – | – | 0.11% | 161 |
|
|
2014
Q2 | $325K | Sell |
6,328
-100
| -2% | -$5.14K | 0.12% | 161 |
|
|
2014
Q1 | $301K | Sell |
6,428
-756
| -11% | -$35.4K | 0.12% | 162 |
|
|
2013
Q4 | $338K | Sell |
7,184
-200
| -3% | -$9.41K | 0.14% | 151 |
|
|
2013
Q3 | $332K | Hold |
7,384
| – | – | 0.15% | 144 |
|
|
2013
Q2 | $296K | Buy |
+7,384
| New | +$296K | 0.14% | 151 |
|