Atlas Capital 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 | $199K | Buy |
+2,712
| New | +$199K | 0.02% | 408 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$6.56K | – | 1000 |
|
|
2022
Q2 | $6.56K | Hold |
100
| – | – | ﹤0.01% | 814 |
|
|
2022
Q1 | $7.94K | Hold |
100
| – | – | ﹤0.01% | 739 |
|
|
2021
Q4 | $7.67K | Sell |
100
-429
| -81% | -$32.9K | ﹤0.01% | 752 |
|
|
2021
Q3 | $35K | Buy |
529
+100
| +23% | +$6.62K | 0.01% | 567 |
|
|
2021
Q2 | $30.1K | Buy |
+429
| New | +$30.1K | 0.01% | 594 |
|
|
2020
Q2 | – | Sell |
-425
| Closed | -$18K | – | 736 |
|
|
2020
Q1 | $18K | Buy |
425
+144
| +51% | +$6.1K | 0.01% | 530 |
|
|
2019
Q4 | $15.8K | Hold |
281
| – | – | ﹤0.01% | 558 |
|
|
2019
Q3 | $16.4K | Hold |
281
| – | – | ﹤0.01% | 540 |
|
|
2019
Q2 | $16.4K | Buy |
+281
| New | +$16.4K | 0.01% | 568 |
|
|
2018
Q4 | – | Sell |
-2,455
| Closed | -$148K | – | 597 |
|
|
2018
Q3 | $148K | Hold |
2,455
| – | – | 0.05% | 317 |
|
|
2018
Q2 | $142K | Buy |
2,455
+2,287
| +1,361% | +$132K | 0.05% | 306 |
|
|
2018
Q1 | $9.55K | Buy |
+168
| New | +$9.55K | ﹤0.01% | 482 |
|