180 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
8,025
-139
| -2% | -$10.2K | 0.08% | 220 |
|
|
2025
Q1 | $489K | Sell |
8,164
-429
| -5% | -$25.7K | 0.08% | 235 |
|
|
2024
Q4 | $457K | Sell |
8,593
-1,251
| -13% | -$66.6K | 0.07% | 238 |
|
|
2024
Q3 | $623K | Sell |
9,844
-136
| -1% | -$8.6K | 0.1% | 190 |
|
|
2024
Q2 | $562K | Sell |
9,980
-556
| -5% | -$31.3K | 0.09% | 200 |
|
|
2024
Q1 | $636K | Sell |
10,536
-1,828
| -15% | -$110K | 0.11% | 174 |
|
|
2023
Q4 | $795K | Sell |
12,364
-1,145
| -8% | -$73.6K | 0.16% | 130 |
|
|
2023
Q3 | $814K | Buy |
13,509
+499
| +4% | +$30.1K | 0.18% | 120 |
|
|
2023
Q2 | $817K | Buy |
13,010
+1,003
| +8% | +$63K | 0.18% | 124 |
|
|
2023
Q1 | $719K | Buy |
12,007
+2,287
| +24% | +$137K | 0.17% | 141 |
|
|
2022
Q4 | $662K | Buy |
9,720
+2,803
| +41% | +$191K | 0.16% | 135 |
|
|
2022
Q3 | $424K | Sell |
6,917
-1,046
| -13% | -$64.1K | 0.12% | 169 |
|
|
2022
Q2 | $527K | Buy |
7,963
+2,138
| +37% | +$141K | 0.13% | 149 |
|
|
2022
Q1 | $436K | Buy |
5,825
+116
| +2% | +$8.68K | 0.1% | 202 |
|
|
2021
Q4 | $455K | Buy |
+5,709
| New | +$455K | 0.1% | 192 |
|
|
2020
Q4 | – | Sell |
-10,042
| Closed | -$453K | – | 321 |
|
|
2020
Q3 | $453K | Buy |
10,042
+324
| +3% | +$14.6K | 0.17% | 128 |
|
|
2020
Q2 | $441K | Sell |
9,718
-336
| -3% | -$15.2K | 0.18% | 128 |
|
|
2020
Q1 | $404K | Sell |
10,054
-837
| -8% | -$33.6K | 0.21% | 123 |
|
|
2019
Q4 | $612K | Sell |
10,891
-2,047
| -16% | -$115K | 0.24% | 109 |
|
|
2019
Q3 | $723K | Sell |
12,938
-7,396
| -36% | -$413K | 0.32% | 82 |
|
|
2019
Q2 | $1.17M | Sell |
20,334
-1,766
| -8% | -$102K | 0.53% | 49 |
|
|
2019
Q1 | $1.24M | Sell |
22,100
-1,530
| -6% | -$85.8K | 0.56% | 44 |
|
|
2018
Q4 | $1.44M | Sell |
23,630
-549
| -2% | -$33.4K | 0.67% | 36 |
|
|
2018
Q3 | $1.47M | Sell |
24,179
-2,237
| -8% | -$136K | 0.68% | 35 |
|
|
2018
Q2 | $1.53M | Sell |
26,416
-4,198
| -14% | -$243K | 0.76% | 37 |
|
|
2018
Q1 | $1.74M | Sell |
30,614
-3,517
| -10% | -$200K | 0.91% | 26 |
|
|
2017
Q4 | $2M | Buy |
+34,131
| New | +$2M | 1.02% | 21 |
|