Wealthspire Advisors (Maryland)’s Toronto Dominion Bank TD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-709	Closed	-$39K	–	1887
2019 Q1	$39K	Sell	709 -100	-12%	-$5.53K	﹤0.01%	990
2018 Q4	$40K	Sell	809 -27	-3%	-$1.48K	﹤0.01%	953
2018 Q3	$51K	Sell	836 -1	-0.1%	-$60	﹤0.01%	962
2018 Q2	$48K	Buy	837 +1	+0.1%	+$57	﹤0.01%	994
2018 Q1	$48K	Sell	836 -57	-6%	-$3.34K	﹤0.01%	1007
2017 Q4	$52K	Buy	893 +34	+4%	+$1.94K	0.01%	985
2017 Q3	$48K	Sell	859 -1,835	-68%	-$96.3K	0.01%	998
2017 Q2	$136K	Sell	2,694 -2,186	-45%	-$105K	0.02%	581
2017 Q1	$244K	Sell	4,880 -3,738	-43%	-$191K	0.03%	337
2016 Q4	$425K	Buy	8,618 +1,725	+25%	+$80.6K	0.06%	201
2016 Q3	$306K	Sell	6,893 -147	-2%	-$6.44K	0.05%	268
2016 Q2	$302K	Sell	7,040 -388	-5%	-$16.9K	0.05%	250
2016 Q1	$320K	Buy	7,428 +464	+7%	+$17.9K	0.06%	241
2015 Q4	$273K	Buy	+6,964	New	+$282K	0.05%	275