Asset Dedication LLC’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
Q3 | – | Sell |
-18
| Closed | -$990 | – | 1243 |
|
|
2024
Q2 | $990 | Buy |
+18
| New | +$990 | ﹤0.01% | 1102 |
|
|
2023
Q2 | – | Sell |
-85
| Closed | -$5K | – | 1037 |
|
|
2023
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 764 |
|
|
2022
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 730 |
|
|
2022
Q3 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 724 |
|
|
2022
Q2 | – | Sell |
-85
| Closed | -$7K | – | 936 |
|
|
2022
Q1 | $7K | Hold |
85
| – | – | ﹤0.01% | 706 |
|
|
2021
Q4 | $7K | Hold |
85
| – | – | ﹤0.01% | 698 |
|
|
2021
Q3 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 778 |
|
|
2020
Q1 | – | Sell |
-380
| Closed | -$21K | – | 800 |
|
|
2019
Q4 | $21K | Buy |
+380
| New | +$21K | 0.01% | 398 |
|
|
2016
Q1 | – | Sell |
-453
| Closed | -$18K | – | 623 |
|
|
2015
Q4 | $18K | Buy |
+453
| New | +$18K | 0.01% | 333 |
|