Atria Wealth Solutions’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 | $233K | Buy |
+3,171
| New | +$233K | 0.01% | 1291 |
|
|
2024
Q4 | – | Sell |
-3,381
| Closed | -$214K | – | 2062 |
|
|
2024
Q3 | $214K | Sell |
3,381
-1,021
| -23% | -$64.6K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $242K | Buy |
4,402
+405
| +10% | +$22.3K | ﹤0.01% | 1617 |
|
|
2024
Q1 | $241K | Buy |
3,997
+205
| +5% | +$12.4K | ﹤0.01% | 1691 |
|
|
2023
Q4 | $245K | Buy |
3,792
+5
| +0.1% | +$323 | ﹤0.01% | 1632 |
|
|
2023
Q3 | $228K | Buy |
3,787
+129
| +4% | +$7.77K | ﹤0.01% | 1594 |
|
|
2023
Q2 | $227K | Buy |
3,658
+5
| +0.1% | +$310 | ﹤0.01% | 1613 |
|
|
2023
Q1 | $219K | Buy |
3,653
+4
| +0.1% | +$240 | ﹤0.01% | 1611 |
|
|
2022
Q4 | $236K | Buy |
3,649
+28
| +0.8% | +$1.81K | ﹤0.01% | 1497 |
|
|
2022
Q3 | $222K | Buy |
3,621
+4
| +0.1% | +$245 | ﹤0.01% | 1487 |
|
|
2022
Q2 | $237K | Buy |
3,617
+890
| +33% | +$58.3K | ﹤0.01% | 1329 |
|
|
2022
Q1 | $217K | Buy |
+2,727
| New | +$217K | ﹤0.01% | 1538 |
|