Westwood Holdings Group’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,651
| Closed | -$288K | – | 496 |
|
|
2023
Q2 | $288K | Hold |
4,651
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $279K | Buy |
4,651
+563
| +14% | +$33.8K | ﹤0.01% | 448 |
|
|
2022
Q4 | $265K | Buy |
+4,088
| New | +$265K | ﹤0.01% | 471 |
|
|
2022
Q2 | – | Sell |
-3,679
| Closed | -$292K | – | 486 |
|
|
2022
Q1 | $292K | Sell |
3,679
-2,017
| -35% | -$160K | ﹤0.01% | 410 |
|
|
2021
Q4 | $437K | Buy |
+5,696
| New | +$437K | ﹤0.01% | 388 |
|