Bank Julius Baer & Co’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 | $226K | Sell |
2,255
-1,404
| -38% | -$141K | ﹤0.01% | 435 |
|
2025
Q1 | $357K | Sell |
3,659
-1,361
| -27% | -$133K | ﹤0.01% | 392 |
|
2024
Q4 | $424K | Buy |
+5,020
| New | +$424K | ﹤0.01% | 368 |
|
2022
Q1 | – | Sell |
-528
| Closed | -$41K | – | 790 |
|
2021
Q4 | $41K | Buy |
528
+242
| +85% | +$18.8K | ﹤0.01% | 673 |
|
2021
Q3 | $35K | Sell |
286
-241
| -46% | -$29.5K | ﹤0.01% | 709 |
|
2021
Q2 | $37K | Sell |
527
-1
| -0.2% | -$70 | ﹤0.01% | 712 |
|
2021
Q1 | $34K | Sell |
528
-4
| -0.8% | -$258 | ﹤0.01% | 709 |
|
2020
Q4 | $30K | Buy |
532
+4
| +0.8% | +$226 | ﹤0.01% | 728 |
|
2020
Q3 | $24K | Hold |
528
| – | – | ﹤0.01% | 646 |
|
2020
Q2 | $24K | Sell |
528
-15
| -3% | -$682 | ﹤0.01% | 598 |
|
2020
Q1 | $23K | Buy |
+543
| New | +$23K | ﹤0.01% | 577 |
|