AE Wealth Management’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 |
-4,525
| Closed | -$277K | – | 1893 |
|
|
2023
Q4 | $277K | Buy |
4,525
+388
| +9% | +$23.7K | ﹤0.01% | 1744 |
|
|
2023
Q3 | $249K | Sell |
4,137
-4,992
| -55% | -$301K | ﹤0.01% | 1688 |
|
|
2023
Q2 | $566K | Buy |
9,129
+2,470
| +37% | +$153K | ﹤0.01% | 1322 |
|
|
2023
Q1 | $399K | Buy |
6,659
+3,475
| +109% | +$208K | ﹤0.01% | 1439 |
|
|
2022
Q4 | $206K | Sell |
3,184
-1,640
| -34% | -$106K | ﹤0.01% | 1661 |
|
|
2022
Q3 | $296K | Buy |
4,824
+113
| +2% | +$6.93K | ﹤0.01% | 1477 |
|
|
2022
Q2 | $309K | Buy |
4,711
+544
| +13% | +$35.7K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $331K | Buy |
4,167
+28
| +0.7% | +$2.22K | ﹤0.01% | 1380 |
|
|
2021
Q4 | $317K | Buy |
4,139
+459
| +12% | +$35.2K | ﹤0.01% | 1428 |
|
|
2021
Q3 | $243K | Sell |
3,680
-1,571
| -30% | -$104K | ﹤0.01% | 1450 |
|
|
2021
Q2 | $368K | Buy |
5,251
+698
| +15% | +$48.9K | ﹤0.01% | 1257 |
|
|
2021
Q1 | $297K | Sell |
4,553
-1,153
| -20% | -$75.2K | ﹤0.01% | 1250 |
|
|
2020
Q4 | $322K | Sell |
5,706
-1,031
| -15% | -$58.2K | ﹤0.01% | 1112 |
|
|
2020
Q3 | $312K | Buy |
+6,737
| New | +$312K | ﹤0.01% | 1024 |
|