Wealthcare Capital Management’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
Q1 | – | Sell |
-131
| Closed | -$7K | – | 594 |
|
|
2019
Q4 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 220 |
|
|
2017
Q4 | – | Sell |
-53
| Closed | -$3K | – | 233 |
|
|
2017
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 156 |
|
|
2017
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 150 |
|
|
2017
Q1 | $3K | Buy |
53
+1
| +2% | +$57 | ﹤0.01% | 154 |
|
|
2016
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 154 |
|
|
2016
Q3 | $2K | Buy |
52
+1
| +2% | +$38 | ﹤0.01% | 174 |
|
|
2016
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 176 |
|
|
2016
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 185 |
|
|
2015
Q4 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 197 |
|
|
2015
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 215 |
|
|
2015
Q2 | $2K | Sell |
50
-3,915
| -99% | -$157K | ﹤0.01% | 337 |
|
|
2015
Q1 | $170K | Buy |
3,965
+3,916
| +7,992% | +$168K | 0.02% | 108 |
|
|
2014
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 176 |
|
|
2014
Q3 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 239 |
|