Balanced Rock Investment 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 | $1.11M | Buy |
15,110
+127
| +0.8% | +$9.33K | 0.87% | 35 |
|
|
2025
Q1 | $898K | Buy |
14,983
+163
| +1% | +$9.77K | 0.72% | 32 |
|
|
2024
Q4 | $789K | Sell |
14,820
-38
| -0.3% | -$2.02K | 0.62% | 34 |
|
|
2024
Q3 | $940K | Sell |
14,858
-101
| -0.7% | -$6.39K | 0.74% | 33 |
|
|
2024
Q2 | $822K | Buy |
14,959
+203
| +1% | +$11.2K | 0.69% | 33 |
|
|
2024
Q1 | $891K | Buy |
14,756
+27
| +0.2% | +$1.63K | 0.76% | 31 |
|
|
2023
Q4 | $952K | Buy |
+14,729
| New | +$952K | 0.85% | 25 |
|