Bartlett & Co 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
Q2 | $118K | Hold |
1,600
| – | – | ﹤0.01% | 516 |
|
|
2025
Q1 | $95.9K | Sell |
1,600
-415
| -21% | -$24.9K | ﹤0.01% | 552 |
|
|
2024
Q4 | $107K | Hold |
2,015
| – | – | ﹤0.01% | 533 |
|
|
2024
Q3 | $127K | Sell |
2,015
-465
| -19% | -$29.4K | ﹤0.01% | 509 |
|
|
2024
Q2 | $136K | Hold |
2,480
| – | – | ﹤0.01% | 490 |
|
|
2024
Q1 | $150K | Sell |
2,480
-201
| -7% | -$12.1K | ﹤0.01% | 495 |
|
|
2023
Q4 | $173K | Hold |
2,681
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $162K | Sell |
2,681
-500
| -16% | -$30.1K | ﹤0.01% | 475 |
|
|
2023
Q2 | $197K | Buy |
3,181
+1,716
| +117% | +$106K | ﹤0.01% | 454 |
|
|
2023
Q1 | $87.8K | Hold |
1,465
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $94.9K | Hold |
1,465
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $89.8K | Hold |
1,465
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $96.1K | Hold |
1,465
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $116K | Buy |
+1,465
| New | +$116K | ﹤0.01% | 460 |
|
|
2021
Q4 | – | Sell |
-1,465
| Closed | -$96.9K | – | 833 |
|
|
2021
Q3 | $96.9K | Hold |
1,465
| – | – | ﹤0.01% | 415 |
|
|
2021
Q2 | $103K | Hold |
1,465
| – | – | ﹤0.01% | 408 |
|
|
2021
Q1 | $95.5K | Hold |
1,465
| – | – | ﹤0.01% | 427 |
|
|
2020
Q4 | $82.7K | Hold |
1,465
| – | – | ﹤0.01% | 450 |
|
|
2020
Q3 | $67.7K | Hold |
1,465
| – | – | ﹤0.01% | 449 |
|
|
2020
Q2 | $65.4K | Hold |
1,465
| – | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $62.1K | Hold |
1,465
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $82.2K | Hold |
1,465
| – | – | ﹤0.01% | 432 |
|
|
2019
Q3 | $85.4K | Buy |
+1,465
| New | +$85.4K | ﹤0.01% | 410 |
|
|
2018
Q3 | – | Sell |
-320
| Closed | -$18.5K | – | 738 |
|
|
2018
Q2 | $18.5K | Buy |
+320
| New | +$18.5K | ﹤0.01% | 535 |
|