AWAG
ARS Wealth Advisors Group’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Hold |
13,120
| – | – | 0.11% | 72 |
|
|
2025
Q1 | $786K | Sell |
13,120
-150
| -1% | -$8.99K | 0.11% | 70 |
|
|
2024
Q4 | $707K | Hold |
13,270
| – | – | 0.1% | 77 |
|
|
2024
Q3 | $839K | Hold |
13,270
| – | – | 0.1% | 79 |
|
|
2024
Q2 | $729K | Buy |
13,270
+1,270
| +11% | +$69.8K | 0.09% | 78 |
|
|
2024
Q1 | $725K | Hold |
12,000
| – | – | 0.1% | 81 |
|
|
2023
Q4 | $775K | Buy |
+12,000
| New | +$775K | 0.11% | 75 |
|
|
2023
Q3 | – | Sell |
-16,200
| Closed | -$1M | – | 153 |
|
|
2023
Q2 | $1M | Buy |
+16,200
| New | +$1M | 0.16% | 67 |
|