Bard Financial Services’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 | $1.02M | Sell |
13,920
-6,625
| -32% | -$487K | 0.12% | 117 |
|
2025
Q1 | $1.23M | Sell |
20,545
-595
| -3% | -$35.7K | 0.15% | 104 |
|
2024
Q4 | $1.13M | Hold |
21,140
| – | – | 0.14% | 106 |
|
2024
Q3 | $1.34M | Hold |
21,140
| – | – | 0.16% | 101 |
|
2024
Q2 | $1.16M | Hold |
21,140
| – | – | 0.12% | 112 |
|
2024
Q1 | $1.28M | Sell |
21,140
-90
| -0.4% | -$5.43K | 0.14% | 106 |
|
2023
Q4 | $1.37M | Sell |
21,230
-435
| -2% | -$28.1K | 0.15% | 103 |
|
2023
Q3 | $1.31M | Hold |
21,665
| – | – | 0.16% | 101 |
|
2023
Q2 | $1.34M | Hold |
21,665
| – | – | 0.1% | 145 |
|
2023
Q1 | $1.3M | Hold |
21,665
| – | – | 0.1% | 145 |
|
2022
Q4 | $1.4M | Hold |
21,665
| – | – | 0.12% | 134 |
|
2022
Q3 | $1.33M | Hold |
21,665
| – | – | 0.12% | 131 |
|
2022
Q2 | $1.42M | Hold |
21,665
| – | – | 0.13% | 126 |
|
2022
Q1 | $1.72M | Hold |
21,665
| – | – | 0.14% | 116 |
|
2021
Q4 | $1.66M | Hold |
21,665
| – | – | 0.13% | 115 |
|
2021
Q3 | $1.43M | Hold |
21,665
| – | – | 0.13% | 126 |
|
2021
Q2 | $1.52M | Hold |
21,665
| – | – | 0.14% | 120 |
|
2021
Q1 | $1.41M | Sell |
21,665
-300
| -1% | -$19.6K | 0.14% | 119 |
|
2020
Q4 | $1.24M | Buy |
+21,965
| New | +$1.24M | 0.12% | 123 |
|