Wedgewood Partners’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,750
| Closed | -$218K | – | 41 |
|
|
2022
Q1 | $218K | Buy |
+2,750
| New | +$218K | 0.03% | 39 |
|
|
2020
Q3 | – | Sell |
-6,225
| Closed | -$277K | – | 38 |
|
|
2020
Q2 | $277K | Hold |
6,225
| – | – | 0.05% | 36 |
|
|
2020
Q1 | $263K | Buy |
6,225
+500
| +9% | +$21.1K | 0.05% | 38 |
|
|
2019
Q4 | $321K | Sell |
5,725
-275
| -5% | -$15.4K | 0.03% | 38 |
|
|
2019
Q3 | $349K | Sell |
6,000
-275
| -4% | -$16K | 0.03% | 37 |
|
|
2019
Q2 | $366K | Hold |
6,275
| – | – | 0.03% | 36 |
|
|
2019
Q1 | $340K | Hold |
6,275
| – | – | 0.02% | 33 |
|
|
2018
Q4 | $311K | Buy |
6,275
+575
| +10% | +$28.5K | 0.02% | 34 |
|
|
2018
Q3 | $346K | Buy |
5,700
+275
| +5% | +$16.7K | 0.02% | 34 |
|
|
2018
Q2 | $313K | Buy |
+5,425
| New | +$313K | 0.02% | 31 |
|