Avior Wealth Management’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
Q1 | – | Sell |
-3,007
| Closed | -$160K | – | 2160 |
|
|
2024
Q4 | $160K | Buy |
3,007
+697
| +30% | +$37.1K | 0.01% | 768 |
|
|
2024
Q3 | $146K | Buy |
2,310
+7
| +0.3% | +$443 | 0.01% | 777 |
|
|
2024
Q2 | $127K | Sell |
2,303
-354
| -13% | -$19.5K | 0.01% | 795 |
|
|
2024
Q1 | $160K | Buy |
2,657
+2,063
| +347% | +$125K | 0.01% | 778 |
|
|
2023
Q4 | $38.4K | Buy |
594
+286
| +93% | +$18.5K | ﹤0.01% | 778 |
|
|
2023
Q3 | $18.6K | Sell |
308
-1
| -0.3% | -$60 | ﹤0.01% | 952 |
|
|
2023
Q2 | $19.2K | Buy |
309
+3
| +1% | +$186 | ﹤0.01% | 935 |
|
|
2023
Q1 | $18.3K | Buy |
306
+246
| +410% | +$14.7K | ﹤0.01% | 961 |
|
|
2022
Q4 | $3.89K | Hold |
60
| – | – | ﹤0.01% | 986 |
|
|
2022
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 998 |
|
|
2022
Q2 | $3K | Buy |
60
+11
| +22% | +$550 | ﹤0.01% | 922 |
|
|
2022
Q1 | $3K | Sell |
49
-21
| -30% | -$1.29K | ﹤0.01% | 961 |
|
|
2021
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 898 |
|
|
2021
Q3 | $4K | Buy |
70
+8
| +13% | +$457 | ﹤0.01% | 883 |
|
|
2021
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $4K | Sell |
62
-50
| -45% | -$3.23K | ﹤0.01% | 869 |
|
|
2020
Q4 | $6K | Buy |
112
+36
| +47% | +$1.93K | ﹤0.01% | 775 |
|
|
2020
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 805 |
|
|
2020
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 773 |
|
|
2020
Q1 | $3K | Buy |
76
+22
| +41% | +$868 | ﹤0.01% | 667 |
|
|
2019
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 701 |
|