Ameritas Advisory Services’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 | $100K | Buy |
+1,361
| New | +$100K | 0.01% | 990 |
|
2023
Q2 | – | Sell |
-2,330
| Closed | -$141K | – | 2313 |
|
2023
Q1 | $141K | Buy |
+2,330
| New | +$141K | 0.01% | 886 |
|
2022
Q4 | – | Sell |
-3,479
| Closed | -$213K | – | 910 |
|
2022
Q3 | $213K | Buy |
3,479
+345
| +11% | +$21.1K | 0.01% | 698 |
|
2022
Q2 | $206K | Buy |
+3,134
| New | +$206K | 0.01% | 743 |
|