Beaird Harris Wealth Management’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
Q2 | – | Sell |
-300
| Closed | -$18K | – | 493 |
|
|
2023
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 233 |
|
|
2022
Q4 | $19.4K | Hold |
300
| – | – | ﹤0.01% | 257 |
|
|
2022
Q3 | $18K | Buy |
+300
| New | +$18K | ﹤0.01% | 239 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$24K | – | 591 |
|
|
2022
Q1 | $24K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $23K | Buy |
+300
| New | +$23K | 0.01% | 316 |
|