Acorn Financial Advisory Services’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,750
| Closed | -$630K | – | 253 |
|
|
2023
Q4 | $630K | Hold |
9,750
| – | – | 0.11% | 112 |
|
|
2023
Q3 | $588K | Hold |
9,750
| – | – | 0.1% | 119 |
|
|
2023
Q2 | $605K | Hold |
9,750
| – | – | 0.11% | 117 |
|
|
2023
Q1 | $584K | Hold |
9,750
| – | – | 0.11% | 111 |
|
|
2022
Q4 | $631K | Hold |
9,750
| – | – | 0.13% | 103 |
|
|
2022
Q3 | $598K | Hold |
9,750
| – | – | 0.14% | 109 |
|
|
2022
Q2 | $639K | Hold |
9,750
| – | – | 0.15% | 94 |
|
|
2022
Q1 | $774K | Hold |
9,750
| – | – | 0.16% | 93 |
|
|
2021
Q4 | $748K | Hold |
9,750
| – | – | 0.15% | 95 |
|
|
2021
Q3 | $645K | Hold |
9,750
| – | – | 0.2% | 106 |
|
|
2021
Q2 | $683K | Hold |
9,750
| – | – | 0.2% | 114 |
|
|
2021
Q1 | $636K | Hold |
9,750
| – | – | 0.23% | 105 |
|
|
2020
Q4 | $550K | Hold |
9,750
| – | – | 0.22% | 119 |
|
|
2020
Q3 | $451K | Hold |
9,750
| – | – | 0.24% | 112 |
|
|
2020
Q2 | $435K | Hold |
9,750
| – | – | 0.3% | 113 |
|
|
2020
Q1 | $413K | Hold |
9,750
| – | – | 0.41% | 92 |
|
|
2019
Q4 | $547K | Buy |
+9,750
| New | +$547K | 0.46% | 76 |
|