Arkadios Wealth Advisors’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 | $217K | Buy |
+2,956
| New | +$217K | 0.01% | 1151 |
|
2025
Q1 | – | Sell |
-5,028
| Closed | -$268K | – | 1162 |
|
2024
Q4 | $268K | Buy |
+5,028
| New | +$268K | 0.01% | 759 |
|
2021
Q4 | – | Sell |
-843
| Closed | -$55K | – | 1641 |
|
2021
Q3 | $55K | Buy |
843
+5
| +0.6% | +$326 | 0.01% | 849 |
|
2021
Q2 | $58K | Buy |
838
+5
| +0.6% | +$346 | 0.01% | 875 |
|
2021
Q1 | $54K | Buy |
833
+270
| +48% | +$17.5K | 0.01% | 674 |
|
2020
Q4 | $31K | Sell |
563
-11
| -2% | -$606 | 0.01% | 650 |
|
2020
Q3 | $26.3K | Sell |
574
-3
| -0.5% | -$137 | 0.01% | 545 |
|
2020
Q2 | $25.8K | Buy |
577
+318
| +123% | +$14.2K | 0.01% | 491 |
|
2020
Q1 | $11K | Hold |
259
| – | – | 0.01% | 616 |
|
2019
Q4 | $14.6K | Buy |
+259
| New | +$14.6K | 0.01% | 522 |
|