Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,964
| Closed | -$239K | – | 934 |
|
|
2024
Q1 | $239K | Sell |
3,964
-568
| -13% | -$34.3K | 0.02% | 686 |
|
|
2023
Q4 | $293K | Buy |
4,532
+516
| +13% | +$33.3K | 0.03% | 531 |
|
|
2023
Q3 | $242K | Buy |
4,016
+461
| +13% | +$27.8K | 0.03% | 546 |
|
|
2023
Q2 | $220K | Sell |
3,555
-540
| -13% | -$33.5K | 0.02% | 546 |
|
|
2023
Q1 | $245K | Buy |
4,095
+1,347
| +49% | +$80.7K | 0.01% | 838 |
|
|
2022
Q4 | $178K | Buy |
2,748
+402
| +17% | +$26K | 0.01% | 954 |
|
|
2022
Q3 | $144K | Buy |
2,346
+610
| +35% | +$37.4K | 0.01% | 984 |
|
|
2022
Q2 | $114K | Sell |
1,736
-181
| -9% | -$11.9K | 0.01% | 1060 |
|
|
2022
Q1 | $152K | Buy |
1,917
+12
| +0.6% | +$951 | 0.01% | 1028 |
|
|
2021
Q4 | $145K | Buy |
1,905
+8
| +0.4% | +$609 | 0.01% | 1031 |
|
|
2021
Q3 | $125K | Buy |
1,897
+2
| +0.1% | +$132 | 0.01% | 1061 |
|
|
2021
Q2 | $132K | Buy |
+1,895
| New | +$132K | 0.01% | 1004 |
|
|
2020
Q1 | – | Sell |
-4,677
| Closed | -$262K | – | 772 |
|
|
2019
Q4 | $262K | Buy |
4,677
+665
| +17% | +$37.3K | 0.03% | 470 |
|
|
2019
Q3 | $234K | Sell |
4,012
-1,206
| -23% | -$70.3K | 0.04% | 436 |
|
|
2019
Q2 | $305K | Sell |
5,218
-1,155
| -18% | -$67.5K | 0.06% | 326 |
|
|
2019
Q1 | $345K | Buy |
6,373
+2,257
| +55% | +$122K | 0.07% | 219 |
|
|
2018
Q4 | $205K | Buy |
4,116
+24
| +0.6% | +$1.2K | 0.05% | 342 |
|
|
2018
Q3 | $249K | Buy |
+4,092
| New | +$249K | 0.04% | 403 |
|
|
2018
Q2 | – | Sell |
-6,141
| Closed | -$349K | – | 389 |
|
|
2018
Q1 | $349K | Sell |
6,141
-204
| -3% | -$11.6K | 0.1% | 231 |
|
|
2017
Q4 | $372K | Buy |
6,345
+1,347
| +27% | +$79K | 0.08% | 295 |
|
|
2017
Q3 | $281K | Buy |
+4,998
| New | +$281K | 0.07% | 329 |
|