Beacon Investment Advisory 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 | $218K | Buy |
+2,963
| New | +$218K | 0.01% | 236 |
|
|
2022
Q2 | – | Sell |
-2,538
| Closed | -$202K | – | 301 |
|
|
2022
Q1 | $202K | Buy |
+2,538
| New | +$202K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-3,686
| Closed | -$224K | – | 265 |
|
|
2018
Q3 | $224K | Sell |
3,686
-31
| -0.8% | -$1.88K | 0.02% | 245 |
|
|
2018
Q2 | $215K | Buy |
3,717
+31
| +0.8% | +$1.79K | 0.02% | 239 |
|
|
2018
Q1 | $210K | Hold |
3,686
| – | – | 0.02% | 247 |
|
|
2017
Q4 | $216K | Buy |
3,686
+82
| +2% | +$4.81K | 0.02% | 230 |
|
|
2017
Q3 | $203K | Buy |
+3,604
| New | +$203K | 0.02% | 252 |
|