Williams Jones & Associates’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 | $1.49M | Buy |
25,475
+1,515
| +6% | +$88.4K | 0.03% | 170 |
|
|
2019
Q1 | $1.3M | Sell |
23,960
-35,459
| -60% | -$1.93M | 0.03% | 178 |
|
|
2018
Q4 | $2.95M | Sell |
59,419
-5,970
| -9% | -$297K | 0.08% | 134 |
|
|
2018
Q3 | $3.98M | Sell |
65,389
-17,160
| -21% | -$1.04M | 0.08% | 142 |
|
|
2018
Q2 | $4.78M | Sell |
82,549
-6,980
| -8% | -$404K | 0.11% | 131 |
|
|
2018
Q1 | $5.09M | Sell |
89,529
-400
| -0.4% | -$22.7K | 0.12% | 119 |
|
|
2017
Q4 | $5.27M | Buy |
89,929
+1,730
| +2% | +$101K | 0.12% | 119 |
|
|
2017
Q3 | $4.96M | Sell |
88,199
-2,286
| -3% | -$129K | 0.12% | 120 |
|
|
2017
Q2 | $4.56M | Sell |
90,485
-8,695
| -9% | -$438K | 0.12% | 126 |
|
|
2017
Q1 | $4.97M | Sell |
99,180
-8,530
| -8% | -$427K | 0.13% | 128 |
|
|
2016
Q4 | $5.31M | Buy |
107,710
+58,720
| +120% | +$2.9M | 0.15% | 124 |
|
|
2016
Q3 | $2.18M | Buy |
48,990
+15,730
| +47% | +$698K | 0.06% | 163 |
|
|
2016
Q2 | $1.43M | Buy |
33,260
+23,160
| +229% | +$994K | 0.04% | 174 |
|
|
2016
Q1 | $436K | Sell |
10,100
-8,450
| -46% | -$365K | 0.02% | 220 |
|
|
2015
Q4 | $727K | Hold |
18,550
| – | – | 0.03% | 197 |
|
|
2015
Q3 | $731K | Sell |
18,550
-3,000
| -14% | -$118K | 0.03% | 205 |
|
|
2015
Q2 | $916K | Buy |
21,550
+2,000
| +10% | +$85K | 0.04% | 198 |
|
|
2015
Q1 | $838K | Sell |
19,550
-1,000
| -5% | -$42.9K | 0.03% | 216 |
|
|
2014
Q4 | $982K | Sell |
20,550
-1,000
| -5% | -$47.8K | 0.04% | 201 |
|
|
2014
Q3 | $1.06M | Hold |
21,550
| – | – | 0.05% | 163 |
|
|
2014
Q2 | $1.11M | Sell |
21,550
-25,050
| -54% | -$1.29M | 0.05% | 158 |
|
|
2014
Q1 | $2.19M | Buy |
46,600
+3,700
| +9% | +$174K | 0.04% | 180 |
|
|
2013
Q4 | $2.02M | Sell |
42,900
-24,250
| -36% | -$1.14M | 0.1% | 114 |
|
|
2013
Q3 | $3.02M | Sell |
67,150
-65,380
| -49% | -$2.94M | 0.16% | 99 |
|
|
2013
Q2 | $5.33M | Buy |
+132,530
| New | +$5.33M | 0.27% | 91 |
|