WFG Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $81K | Buy |
1,609
+700
| +77% | +$35.2K | 0.02% | 577 |
|
|
2017
Q1 | $46K | Sell |
909
-1,900
| -68% | -$96.2K | 0.01% | 680 |
|
|
2016
Q4 | $139K | Sell |
2,809
-423
| -13% | -$20.9K | 0.03% | 452 |
|
|
2016
Q3 | $144K | Sell |
3,232
-300
| -8% | -$13.4K | 0.04% | 443 |
|
|
2016
Q2 | $152K | Sell |
3,532
-100
| -3% | -$4.3K | 0.04% | 400 |
|
|
2016
Q1 | $157K | Buy |
3,632
+138
| +4% | +$5.97K | 0.05% | 363 |
|
|
2015
Q4 | $137K | Sell |
3,494
-600
| -15% | -$23.5K | 0.04% | 388 |
|
|
2015
Q3 | $161K | Hold |
4,094
| – | – | 0.05% | 336 |
|
|
2015
Q2 | $174K | Sell |
4,094
-4,874
| -54% | -$207K | 0.05% | 380 |
|
|
2015
Q1 | $384K | Sell |
8,968
-2,471
| -22% | -$106K | 0.11% | 215 |
|
|
2014
Q4 | $547K | Buy |
11,439
+1,370
| +14% | +$65.5K | 0.11% | 203 |
|
|
2014
Q3 | $497K | Buy |
10,069
+1,256
| +14% | +$62K | 0.09% | 258 |
|
|
2014
Q2 | $453K | Buy |
8,813
+1,239
| +16% | +$63.7K | 0.08% | 274 |
|
|
2014
Q1 | $356K | Sell |
7,574
-2,974
| -28% | -$140K | 0.07% | 311 |
|
|
2013
Q4 | $497K | Buy |
10,548
+142
| +1% | +$6.69K | 0.07% | 312 |
|
|
2013
Q3 | $468K | Sell |
10,406
-2,046
| -16% | -$92K | 0.07% | 290 |
|
|
2013
Q2 | $500K | Buy |
+12,452
| New | +$500K | 0.08% | 258 |
|