Bartlett & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $173K | Hold |
2,681
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $162K | Sell |
2,681
-500
| -16% | -$30.2K | ﹤0.01% | 475 |
|
|
2023
Q2 | $197K | Buy |
3,181
+1,716
| +117% | +$106K | ﹤0.01% | 456 |
|
|
2023
Q1 | $88K | Hold |
1,465
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $95K | Hold |
1,465
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $90K | Hold |
1,465
| – | – | ﹤0.01% | 470 |
|
|
2022
Q2 | $96K | Hold |
1,465
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $116K | Buy |
+1,465
| New | +$116K | ﹤0.01% | 461 |
|
|
2021
Q4 | – | Sell |
-1,465
| Closed | -$97K | – | 833 |
|
|
2021
Q3 | $97K | Hold |
1,465
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $103K | Hold |
1,465
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $96K | Hold |
1,465
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $83K | Hold |
1,465
| – | – | ﹤0.01% | 450 |
|
|
2020
Q3 | $68K | Hold |
1,465
| – | – | ﹤0.01% | 447 |
|
|
2020
Q2 | $65K | Hold |
1,465
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $62K | Buy |
+1,465
| New | +$62K | ﹤0.01% | 425 |
|
|
2019
Q3 | $85K | Buy |
+1,465
| New | +$85K | ﹤0.01% | 412 |
|
|
2018
Q3 | – | Sell |
-320
| Closed | -$19K | – | 728 |
|
|
2018
Q2 | $19K | Buy |
+320
| New | +$19K | ﹤0.01% | 530 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$4K | – | 729 |
|
|
2016
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 663 |
|