BWM
Baystate Wealth Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $73.6K | Buy |
1,139
+1
| +0.1% | +$65 | 0.01% | 316 |
|
|
2023
Q3 | $68.6K | Buy |
1,138
+2
| +0.2% | +$121 | 0.01% | 295 |
|
|
2023
Q2 | $70.5K | Buy |
1,136
+1
| +0.1% | +$62 | 0.01% | 293 |
|
|
2023
Q1 | $68K | Sell |
1,135
-227
| -17% | -$13.6K | 0.01% | 296 |
|
|
2022
Q4 | $88K | Buy |
1,362
+3
| +0.2% | +$194 | 0.01% | 265 |
|
|
2022
Q3 | $83K | Buy |
1,359
+3
| +0.2% | +$183 | 0.01% | 257 |
|
|
2022
Q2 | $89K | Sell |
1,356
-260
| -16% | -$17.1K | 0.01% | 250 |
|
|
2022
Q1 | $128K | Buy |
1,616
+3
| +0.2% | +$238 | 0.01% | 216 |
|
|
2021
Q4 | $124K | Buy |
1,613
+220
| +16% | +$16.9K | 0.01% | 221 |
|
|
2021
Q3 | $92K | Buy |
1,393
+1
| +0.1% | +$66 | 0.01% | 226 |
|
|
2021
Q2 | $98K | Buy |
1,392
+1
| +0.1% | +$70 | 0.01% | 207 |
|
|
2021
Q1 | $91K | Buy |
1,391
+1
| +0.1% | +$65 | 0.01% | 204 |
|
|
2020
Q4 | $78K | Buy |
1,390
+15
| +1% | +$842 | 0.01% | 200 |
|
|
2020
Q3 | $64K | Buy |
1,375
+16
| +1% | +$745 | 0.01% | 196 |
|
|
2020
Q2 | $61K | Sell |
1,359
-180
| -12% | -$8.08K | 0.01% | 207 |
|
|
2020
Q1 | $65K | Sell |
1,539
-3,760
| -71% | -$159K | 0.01% | 171 |
|
|
2019
Q4 | $297K | Buy |
5,299
+38
| +0.7% | +$2.13K | 0.04% | 92 |
|
|
2019
Q3 | $307K | Buy |
5,261
+37
| +0.7% | +$2.16K | 0.04% | 83 |
|
|
2019
Q2 | $306K | Buy |
5,224
+37
| +0.7% | +$2.17K | 0.04% | 85 |
|
|
2019
Q1 | $288K | Sell |
5,187
-393
| -7% | -$21.8K | 0.04% | 93 |
|
|
2018
Q4 | $304K | Buy |
5,580
+38
| +0.7% | +$2.07K | 0.04% | 79 |
|
|
2018
Q3 | $322K | Sell |
5,542
-2,348
| -30% | -$136K | 0.06% | 67 |
|
|
2018
Q2 | $454K | Buy |
7,890
+6,000
| +317% | +$345K | 0.07% | 53 |
|
|
2018
Q1 | $104K | Buy |
1,890
+300
| +19% | +$16.5K | 0.02% | 122 |
|
|
2017
Q4 | $95K | Sell |
1,590
-782
| -33% | -$46.7K | 0.01% | 137 |
|
|
2017
Q3 | $133K | Hold |
2,372
| – | – | 0.02% | 103 |
|
|
2017
Q2 | $121K | Buy |
+2,372
| New | +$121K | 0.02% | 102 |
|
|
2013
Q3 | – | Sell |
-370
| Closed | -$30K | – | 208 |
|
|
2013
Q2 | $30K | Buy |
+370
| New | +$30K | 0.01% | 126 |
|