Beacon Pointe Advisors’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
Q2 | $412K | Buy |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $495K | Sell |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $334K | Buy |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | $221K | Buy |
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