Advocate Group’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
Q4 | – | Sell |
-9,468
| Closed | -$599K | – | 120 |
|
|
2024
Q3 | $599K | Sell |
9,468
-9,176
| -49% | -$580K | 0.11% | 90 |
|
|
2024
Q2 | $1.02M | Sell |
18,644
-15,598
| -46% | -$857K | 0.21% | 78 |
|
|
2024
Q1 | $2.07M | Sell |
34,242
-31,911
| -48% | -$1.93M | 0.41% | 68 |
|
|
2023
Q4 | $4.27M | Sell |
66,153
-1,637
| -2% | -$106K | 0.92% | 50 |
|
|
2023
Q3 | $4.09M | Sell |
67,790
-1,485
| -2% | -$89.5K | 0.95% | 48 |
|
|
2023
Q2 | $4.3M | Sell |
69,275
-80,302
| -54% | -$4.98M | 0.95% | 49 |
|
|
2023
Q1 | $8.96M | Buy |
149,577
+694
| +0.5% | +$41.6K | 1.96% | 12 |
|
|
2022
Q4 | $9.64M | Buy |
148,883
+5,155
| +4% | +$334K | 2.08% | 8 |
|
|
2022
Q3 | $8.82M | Buy |
143,728
+3,323
| +2% | +$204K | 2.18% | 8 |
|
|
2022
Q2 | $9.21M | Buy |
+140,405
| New | +$9.21M | 2.14% | 10 |
|