Whitnell & Co’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-158
| Closed | -$9K | – | 343 |
|
|
2018
Q2 | $9K | Hold |
158
| – | – | ﹤0.01% | 239 |
|
|
2018
Q1 | $9K | Hold |
158
| – | – | ﹤0.01% | 259 |
|
|
2017
Q4 | $9K | Buy |
+158
| New | +$9K | ﹤0.01% | 232 |
|
|
2017
Q1 | – | Sell |
-408
| Closed | -$20K | – | 353 |
|
|
2016
Q4 | $20K | Hold |
408
| – | – | 0.01% | 214 |
|
|
2016
Q3 | $18K | Hold |
408
| – | – | 0.01% | 212 |
|
|
2016
Q2 | $18K | Hold |
408
| – | – | 0.01% | 220 |
|
|
2016
Q1 | $18K | Buy |
408
+218
| +115% | +$9.62K | 0.01% | 213 |
|
|
2015
Q4 | $7K | Hold |
190
| – | – | ﹤0.01% | 281 |
|
|
2015
Q3 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 279 |
|
|
2014
Q4 | – | Sell |
-800
| Closed | -$40K | – | 278 |
|
|
2014
Q3 | $40K | Hold |
800
| – | – | 0.02% | 198 |
|
|
2014
Q2 | $41K | Hold |
800
| – | – | 0.02% | 196 |
|
|
2014
Q1 | $38K | Hold |
800
| – | – | 0.02% | 196 |
|
|
2013
Q4 | $38K | Hold |
800
| – | – | 0.02% | 192 |
|
|
2013
Q3 | $36K | Hold |
800
| – | – | 0.02% | 196 |
|
|
2013
Q2 | $32K | Buy |
+800
| New | +$32K | 0.02% | 209 |
|