Addison 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 | $345K | Sell |
4,701
-445
| -9% | -$32.7K | 0.09% | 160 |
|
2025
Q1 | $308K | Buy |
5,146
+2,194
| +74% | +$132K | 0.08% | 151 |
|
2024
Q4 | $157K | Sell |
2,952
-2,018
| -41% | -$107K | 0.04% | 238 |
|
2024
Q3 | $314K | Buy |
4,970
+2,552
| +106% | +$161K | 0.09% | 157 |
|
2024
Q2 | $133K | Sell |
2,418
-1,953
| -45% | -$107K | 0.04% | 258 |
|
2024
Q1 | $264K | Sell |
4,371
-61
| -1% | -$3.68K | 0.09% | 151 |
|
2023
Q4 | $286K | Buy |
4,432
+1,060
| +31% | +$68.5K | 0.11% | 132 |
|
2023
Q3 | $203K | Buy |
3,372
+79
| +2% | +$4.76K | 0.09% | 151 |
|
2023
Q2 | $204K | Sell |
3,293
-772
| -19% | -$47.9K | 0.1% | 148 |
|
2023
Q1 | $243K | Buy |
4,065
+12
| +0.3% | +$719 | 0.14% | 119 |
|
2022
Q4 | $262K | Buy |
4,053
+779
| +24% | +$50.4K | 0.16% | 108 |
|
2022
Q3 | $201K | Buy |
3,274
+1,464
| +81% | +$89.9K | 0.12% | 118 |
|
2022
Q2 | $119K | Sell |
1,810
-1,149
| -39% | -$75.5K | 0.07% | 172 |
|
2022
Q1 | $235K | Buy |
2,959
+1,174
| +66% | +$93.2K | 0.13% | 119 |
|
2021
Q4 | $137K | Buy |
+1,785
| New | +$137K | 0.08% | 153 |
|