Wealthspire Advisors (Maryland)’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-709
| Closed | -$39K | – | 1886 |
|
|
2019
Q1 | $39K | Sell |
709
-100
| -12% | -$5.5K | ﹤0.01% | 990 |
|
|
2018
Q4 | $40K | Sell |
809
-27
| -3% | -$1.34K | ﹤0.01% | 952 |
|
|
2018
Q3 | $51K | Sell |
836
-1
| -0.1% | -$61 | ﹤0.01% | 960 |
|
|
2018
Q2 | $48K | Buy |
837
+1
| +0.1% | +$57 | ﹤0.01% | 993 |
|
|
2018
Q1 | $48K | Sell |
836
-57
| -6% | -$3.27K | ﹤0.01% | 1007 |
|
|
2017
Q4 | $52K | Buy |
893
+34
| +4% | +$1.98K | 0.01% | 985 |
|
|
2017
Q3 | $48K | Sell |
859
-1,835
| -68% | -$103K | 0.01% | 998 |
|
|
2017
Q2 | $136K | Sell |
2,694
-2,186
| -45% | -$110K | 0.02% | 581 |
|
|
2017
Q1 | $244K | Sell |
4,880
-3,738
| -43% | -$187K | 0.03% | 337 |
|
|
2016
Q4 | $425K | Buy |
8,618
+1,725
| +25% | +$85.1K | 0.06% | 201 |
|
|
2016
Q3 | $306K | Sell |
6,893
-147
| -2% | -$6.53K | 0.05% | 268 |
|
|
2016
Q2 | $302K | Sell |
7,040
-388
| -5% | -$16.6K | 0.05% | 250 |
|
|
2016
Q1 | $320K | Buy |
7,428
+464
| +7% | +$20K | 0.06% | 241 |
|
|
2015
Q4 | $273K | Buy |
+6,964
| New | +$273K | 0.05% | 275 |
|