Aries 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
Q4 | – | Sell |
-6,305
| Closed | -$399K | – | 234 |
|
|
2024
Q3 | $399K | Sell |
6,305
-523
| -8% | -$33.1K | 0.11% | 156 |
|
|
2024
Q2 | $375K | Sell |
6,828
-850
| -11% | -$46.7K | 0.12% | 141 |
|
|
2024
Q1 | $464K | Sell |
7,678
-492
| -6% | -$29.7K | 0.15% | 130 |
|
|
2023
Q4 | $528K | Hold |
8,170
| – | – | 0.19% | 117 |
|
|
2023
Q3 | $488K | Hold |
8,170
| – | – | 0.19% | 118 |
|
|
2023
Q2 | $507K | Hold |
8,170
| – | – | 0.2% | 114 |
|
|
2023
Q1 | $489K | Hold |
8,170
| – | – | 0.2% | 117 |
|
|
2022
Q4 | $529K | Buy |
8,170
+150
| +2% | +$9.71K | 0.23% | 107 |
|
|
2022
Q3 | $513K | Hold |
8,020
| – | – | 0.23% | 102 |
|
|
2022
Q2 | $526K | Buy |
+8,020
| New | +$526K | 0.24% | 96 |
|
|
2022
Q1 | – | Sell |
-7,737
| Closed | -$593K | – | 202 |
|
|
2021
Q4 | $593K | Buy |
7,737
+250
| +3% | +$19.2K | 0.23% | 98 |
|
|
2021
Q3 | $495K | Hold |
7,487
| – | – | 0.21% | 101 |
|
|
2021
Q2 | $524K | Hold |
7,487
| – | – | 0.22% | 95 |
|
|
2021
Q1 | $496K | Sell |
7,487
-600
| -7% | -$39.7K | 0.22% | 95 |
|
|
2020
Q4 | $472K | Sell |
8,087
-1,520
| -16% | -$88.7K | 0.24% | 95 |
|
|
2020
Q3 | $444K | Sell |
9,607
-196
| -2% | -$9.06K | 0.25% | 87 |
|
|
2020
Q2 | $437K | Sell |
9,803
-1,196
| -11% | -$53.3K | 0.27% | 83 |
|
|
2020
Q1 | $442K | Hold |
10,999
| – | – | 0.34% | 73 |
|
|
2019
Q4 | $623K | Hold |
10,999
| – | – | 0.38% | 68 |
|
|
2019
Q3 | $615K | Sell |
10,999
-261
| -2% | -$14.6K | 0.41% | 67 |
|
|
2019
Q2 | $669K | Hold |
11,260
| – | – | 0.47% | 58 |
|
|
2019
Q1 | $612K | Sell |
11,260
-132
| -1% | -$7.17K | 0.46% | 59 |
|
|
2018
Q4 | $566K | Buy |
11,392
+200
| +2% | +$9.94K | 0.6% | 54 |
|
|
2018
Q3 | $680K | Hold |
11,192
| – | – | 0.61% | 53 |
|
|
2018
Q2 | $662K | Sell |
11,192
-531
| -5% | -$31.4K | 0.61% | 52 |
|
|
2018
Q1 | $659K | Hold |
11,723
| – | – | 0.64% | 49 |
|
|
2017
Q4 | $695K | Buy |
+11,723
| New | +$695K | 0.64% | 50 |
|