Advisory Alpha’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,158
| Closed | -$382K | – | 332 |
|
|
2023
Q2 | $382K | Buy |
6,158
+21
| +0.3% | +$1.3K | 0.02% | 233 |
|
|
2023
Q1 | $368K | Buy |
6,137
+19
| +0.3% | +$1.14K | 0.02% | 208 |
|
|
2022
Q4 | $396K | Buy |
6,118
+393
| +7% | +$25.5K | 0.03% | 181 |
|
|
2022
Q3 | $351K | Buy |
5,725
+16
| +0.3% | +$981 | 0.03% | 190 |
|
|
2022
Q2 | $374K | Buy |
5,709
+14
| +0.2% | +$917 | 0.03% | 182 |
|
|
2022
Q1 | $452K | Sell |
5,695
-2,188
| -28% | -$174K | 0.03% | 182 |
|
|
2021
Q4 | $604K | Buy |
7,883
+288
| +4% | +$22.1K | 0.04% | 159 |
|
|
2021
Q3 | $502K | Buy |
7,595
+14
| +0.2% | +$925 | 0.03% | 162 |
|
|
2021
Q2 | $531K | Buy |
7,581
+3,493
| +85% | +$245K | 0.04% | 123 |
|
|
2021
Q1 | $267K | Sell |
4,088
-31
| -0.8% | -$2.03K | 0.03% | 146 |
|
|
2020
Q4 | $232K | Buy |
4,119
+1,665
| +68% | +$93.8K | 0.05% | 97 |
|
|
2020
Q3 | $117K | Buy |
+2,454
| New | +$117K | 0.03% | 136 |
|
|
2020
Q2 | – | Sell |
-1,617
| Closed | -$62.5K | – | 555 |
|
|
2020
Q1 | $62.5K | Sell |
1,617
-1,077
| -40% | -$41.6K | 0.02% | 184 |
|
|
2019
Q4 | $151K | Buy |
2,694
+22
| +0.8% | +$1.23K | 0.04% | 162 |
|
|
2019
Q3 | $146K | Buy |
+2,672
| New | +$146K | 0.04% | 140 |
|
|
2019
Q2 | – | Sell |
-2,650
| Closed | -$147K | – | 578 |
|
|
2019
Q1 | $147K | Buy |
+2,650
| New | +$147K | 0.05% | 133 |
|