Arax Advisory Partners’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 | $79.5K | Buy |
131
+46
| +54% | +$27.9K | ﹤0.01% | 1035 |
|
2025
Q1 | $5.1K | Buy |
+85
| New | +$5.1K | ﹤0.01% | 1773 |
|
2023
Q4 | – | Sell |
-145
| Closed | -$8.74K | – | 1423 |
|
2023
Q3 | $8.74K | Hold |
145
| – | – | ﹤0.01% | 753 |
|
2023
Q2 | $8.99K | Sell |
145
-133
| -48% | -$8.25K | ﹤0.01% | 730 |
|
2023
Q1 | $16.7K | Hold |
278
| – | – | ﹤0.01% | 610 |
|
2022
Q4 | $18K | Sell |
278
-821
| -75% | -$53.2K | ﹤0.01% | 574 |
|
2022
Q3 | $67K | Sell |
1,099
-113
| -9% | -$6.89K | 0.01% | 384 |
|
2022
Q2 | $80K | Hold |
1,212
| – | – | 0.01% | 344 |
|
2022
Q1 | $96K | Buy |
1,212
+121
| +11% | +$9.58K | 0.01% | 345 |
|
2021
Q4 | $84K | Buy |
1,091
+139
| +15% | +$10.7K | 0.01% | 373 |
|
2021
Q3 | $63K | Buy |
952
+222
| +30% | +$14.7K | 0.01% | 420 |
|
2021
Q2 | $51K | Buy |
+730
| New | +$51K | 0.01% | 467 |
|
2018
Q4 | – | Sell |
-66
| Closed | -$4K | – | 615 |
|
2018
Q3 | $4K | Sell |
66
-542
| -89% | -$32.8K | ﹤0.01% | 545 |
|
2018
Q2 | $35K | Sell |
608
-56
| -8% | -$3.22K | 0.02% | 248 |
|
2018
Q1 | $37K | Sell |
664
-2,906
| -81% | -$162K | 0.02% | 231 |
|
2017
Q4 | $209K | Buy |
3,570
+20
| +0.6% | +$1.17K | 0.09% | 91 |
|
2017
Q3 | $199K | Buy |
3,550
+118
| +3% | +$6.62K | 0.1% | 92 |
|
2017
Q2 | $173K | Buy |
3,432
+161
| +5% | +$8.12K | 0.08% | 100 |
|
2017
Q1 | $163K | Buy |
3,271
+383
| +13% | +$19.1K | 0.08% | 89 |
|
2016
Q4 | $143K | Buy |
+2,888
| New | +$143K | 0.07% | 80 |
|