Winfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,260
| Closed | -$75K | – | 593 |
|
|
2017
Q4 | $75K | Hold |
1,260
| – | – | 0.04% | 169 |
|
|
2017
Q3 | $71K | Buy |
1,260
+10
| +0.8% | +$563 | 0.04% | 170 |
|
|
2017
Q2 | $63K | Buy |
1,250
+20
| +2% | +$1.01K | 0.03% | 176 |
|
|
2017
Q1 | $62K | Sell |
1,230
-300
| -20% | -$15.1K | 0.04% | 176 |
|
|
2016
Q4 | $75K | Buy |
1,530
+50
| +3% | +$2.45K | 0.05% | 158 |
|
|
2016
Q3 | $65K | Hold |
1,480
| – | – | 0.04% | 159 |
|
|
2016
Q2 | $64K | Hold |
1,480
| – | – | 0.04% | 158 |
|
|
2016
Q1 | $64K | Buy |
1,480
+480
| +48% | +$20.8K | 0.04% | 153 |
|
|
2015
Q4 | $39K | Hold |
1,000
| – | – | 0.03% | 174 |
|
|
2015
Q3 | $39K | Hold |
1,000
| – | – | 0.03% | 170 |
|
|
2015
Q2 | $43K | Hold |
1,000
| – | – | 0.03% | 168 |
|
|
2015
Q1 | $43K | Hold |
1,000
| – | – | 0.03% | 172 |
|
|
2014
Q4 | $48K | Hold |
1,000
| – | – | 0.04% | 162 |
|
|
2014
Q3 | $49K | Hold |
1,000
| – | – | 0.04% | 163 |
|
|
2014
Q2 | $51K | Hold |
1,000
| – | – | 0.04% | 171 |
|
|
2014
Q1 | $47K | Hold |
1,000
| – | – | 0.04% | 161 |
|
|
2013
Q4 | $47K | Buy |
+1,000
| New | +$47K | 0.04% | 167 |
|