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AE Wealth Management’s Toronto Dominion Bank TD Stock Holding History

AE Wealth Management’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Buy
+2,306
New +$219K ﹤0.01% 1571
2024
Q1 		– Sell
-4,525
Closed -$277K – 1898
2023
Q4 		$277K Buy
4,525
+388
+9% +$23.3K ﹤0.01% 1747
2023
Q3 		$249K Sell
4,137
-4,992
-55% -$311K ﹤0.01% 1690
2023
Q2 		$566K Buy
9,129
+2,470
+37% +$149K ﹤0.01% 1324
2023
Q1 		$399K Buy
6,659
+3,475
+109% +$225K ﹤0.01% 1441
2022
Q4 		$206K Sell
3,184
-1,640
-34% -$106K ﹤0.01% 1664
2022
Q3 		$296K Buy
4,824
+113
+2% +$7.32K ﹤0.01% 1480
2022
Q2 		$309K Buy
4,711
+544
+13% +$39.5K ﹤0.01% 1427
2022
Q1 		$331K Buy
4,167
+28
+0.7% +$2.26K ﹤0.01% 1383
2021
Q4 		$317K Buy
4,139
+459
+12% +$33.5K ﹤0.01% 1428
2021
Q3 		$243K Sell
3,680
-1,571
-30% -$105K ﹤0.01% 1454
2021
Q2 		$368K Buy
5,251
+698
+15% +$48.8K ﹤0.01% 1260
2021
Q1 		$297K Sell
4,553
-1,153
-20% -$70.4K ﹤0.01% 1253
2020
Q4 		$322K Sell
5,706
-1,031
-15% -$52.3K ﹤0.01% 1114
2020
Q3 		$312K Buy
+6,737
New +$314K ﹤0.01% 1028

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