ZAM
Zevin Asset Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-29,785
| Closed | -$1.47M | – | 122 |
|
|
2016
Q4 | $1.47M | Buy |
29,785
+2,485
| +9% | +$123K | 0.38% | 53 |
|
|
2016
Q3 | $1.21M | Buy |
27,300
+1,195
| +5% | +$53.1K | 0.39% | 49 |
|
|
2016
Q2 | $1.12M | Buy |
26,105
+1,705
| +7% | +$73.2K | 0.31% | 59 |
|
|
2016
Q1 | $1.05M | Buy |
24,400
+420
| +2% | +$18.1K | 0.3% | 59 |
|
|
2015
Q4 | $939K | Buy |
23,980
+2,135
| +10% | +$83.6K | 0.25% | 70 |
|
|
2015
Q3 | $861K | Buy |
21,845
+5,795
| +36% | +$228K | 0.25% | 72 |
|
|
2015
Q2 | $682K | Buy |
16,050
+4,415
| +38% | +$188K | 0.18% | 81 |
|
|
2015
Q1 | $499K | Buy |
11,635
+2,500
| +27% | +$107K | 0.14% | 88 |
|
|
2014
Q4 | $436K | Buy |
+9,135
| New | +$436K | 0.12% | 95 |
|