Bartlett & Co Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $128K | Hold |
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|
2025
Q2 | $118K | Hold |
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|
2025
Q1 | $95.9K | Sell |
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|
2024
Q4 | $107K | Hold |
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|
2024
Q3 | $127K | Sell |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $150K | Sell |
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|
2023
Q4 | $173K | Hold |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $87.8K | Hold |
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|
2022
Q4 | $94.9K | Hold |
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|
2022
Q3 | $89.8K | Hold |
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|
2022
Q2 | $96.1K | Hold |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $96.9K | Hold |
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|
2021
Q2 | $103K | Hold |
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|
2021
Q1 | $95.5K | Hold |
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|
2020
Q4 | $82.7K | Hold |
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|
2020
Q3 | $67.7K | Hold |
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|
2020
Q2 | $65.4K | Hold |
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|
2020
Q1 | $62.1K | Hold |
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|
2019
Q4 | $82.2K | Hold |
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|
2019
Q3 | $85.4K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $18.5K | Buy |
|