Atria Investments’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 | $678K | Buy |
9,232
+2,573
| +39% | +$189K | 0.01% | 1259 |
|
|
2025
Q1 | $399K | Buy |
+6,659
| New | +$399K | 0.01% | 1474 |
|
|
2024
Q4 | – | Sell |
-4,976
| Closed | -$315K | – | 1982 |
|
|
2024
Q3 | $315K | Sell |
4,976
-2,789
| -36% | -$176K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $427K | Buy |
+7,765
| New | +$427K | 0.01% | 1384 |
|
|
2022
Q3 | – | Sell |
-20,594
| Closed | -$1.35M | – | 790 |
|
|
2022
Q2 | $1.35M | Buy |
20,594
+433
| +2% | +$28.4K | 0.03% | 630 |
|
|
2022
Q1 | $1.6M | Sell |
20,161
-6,070
| -23% | -$482K | 0.03% | 651 |
|
|
2021
Q4 | $2.01M | Buy |
26,231
+1,493
| +6% | +$114K | 0.04% | 564 |
|
|
2021
Q3 | $1.64M | Buy |
24,738
+4,486
| +22% | +$297K | 0.03% | 610 |
|
|
2021
Q2 | $1.42M | Buy |
20,252
+3,524
| +21% | +$247K | 0.03% | 639 |
|
|
2021
Q1 | $1.09M | Buy |
+16,728
| New | +$1.09M | 0.02% | 672 |
|
|
2020
Q1 | – | Sell |
-7,904
| Closed | -$444K | – | 1122 |
|
|
2019
Q4 | $444K | Buy |
7,904
+4,394
| +125% | +$247K | 0.01% | 831 |
|
|
2019
Q3 | $204K | Buy |
+3,510
| New | +$204K | 0.01% | 845 |
|
|
2019
Q2 | – | Sell |
-4,019
| Closed | -$218K | – | 1082 |
|
|
2019
Q1 | $218K | Buy |
+4,019
| New | +$218K | 0.01% | 832 |
|
|
2018
Q3 | – | Sell |
-4,701
| Closed | -$272K | – | 1040 |
|
|
2018
Q2 | $272K | Sell |
4,701
-2,636
| -36% | -$153K | 0.01% | 767 |
|
|
2018
Q1 | $417K | Buy |
7,337
+496
| +7% | +$28.2K | 0.02% | 568 |
|
|
2017
Q4 | $401K | Buy |
6,841
+1,292
| +23% | +$75.7K | 0.02% | 551 |
|
|
2017
Q3 | $312K | Buy |
+5,549
| New | +$312K | 0.02% | 596 |
|