Benjamin F. Edwards & Company’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 | $314K | Buy |
5,717
+145
| +3% | +$7.96K | 0.01% | 800 |
|
|
2024
Q1 | $337K | Buy |
5,572
+419
| +8% | +$25.3K | 0.01% | 753 |
|
|
2023
Q4 | $333K | Sell |
5,153
-34
| -0.7% | -$2.2K | 0.01% | 725 |
|
|
2023
Q3 | $313K | Buy |
5,187
+66
| +1% | +$3.98K | 0.01% | 618 |
|
|
2023
Q2 | $318K | Buy |
5,121
+259
| +5% | +$16.1K | 0.01% | 611 |
|
|
2023
Q1 | $291K | Buy |
4,862
+310
| +7% | +$18.6K | 0.01% | 610 |
|
|
2022
Q4 | $295K | Buy |
4,552
+260
| +6% | +$16.9K | 0.01% | 607 |
|
|
2022
Q3 | $263K | Buy |
4,292
+94
| +2% | +$5.76K | 0.01% | 593 |
|
|
2022
Q2 | $275K | Buy |
4,198
+1,271
| +43% | +$83.3K | 0.01% | 586 |
|
|
2022
Q1 | $232K | Buy |
2,927
+1,124
| +62% | +$89.1K | 0.01% | 640 |
|
|
2021
Q4 | $138K | Hold |
1,803
| – | – | 0.01% | 804 |
|
|
2021
Q3 | $119K | Hold |
1,803
| – | – | 0.01% | 812 |
|
|
2021
Q2 | $126K | Buy |
1,803
+6
| +0.3% | +$419 | 0.01% | 782 |
|
|
2021
Q1 | $117K | Buy |
1,797
+6
| +0.3% | +$391 | 0.01% | 805 |
|
|
2020
Q4 | $101K | Buy |
1,791
+122
| +7% | +$6.88K | 0.01% | 784 |
|
|
2020
Q3 | $77K | Sell |
1,669
-704
| -30% | -$32.5K | 0.01% | 806 |
|
|
2020
Q2 | $106K | Sell |
2,373
-14,379
| -86% | -$642K | 0.01% | 723 |
|
|
2020
Q1 | $710K | Buy |
16,752
+3,031
| +22% | +$128K | 0.06% | 280 |
|
|
2019
Q4 | $770K | Buy |
13,721
+2,560
| +23% | +$144K | 0.05% | 309 |
|
|
2019
Q3 | $650K | Buy |
11,161
+3,288
| +42% | +$191K | 0.05% | 320 |
|
|
2019
Q2 | $459K | Buy |
7,873
+349
| +5% | +$20.3K | 0.04% | 375 |
|
|
2019
Q1 | $409K | Buy |
7,524
+278
| +4% | +$15.1K | 0.04% | 371 |
|
|
2018
Q4 | $360K | Buy |
7,246
+985
| +16% | +$48.9K | 0.04% | 361 |
|
|
2018
Q3 | $381K | Buy |
6,261
+28
| +0.4% | +$1.7K | 0.04% | 380 |
|
|
2018
Q2 | $361K | Buy |
6,233
+83
| +1% | +$4.81K | 0.04% | 382 |
|
|
2018
Q1 | $350K | Buy |
6,150
+142
| +2% | +$8.08K | 0.04% | 379 |
|
|
2017
Q4 | $352K | Buy |
6,008
+1,158
| +24% | +$67.8K | 0.04% | 369 |
|
|
2017
Q3 | $273K | Sell |
4,850
-340
| -7% | -$19.1K | 0.03% | 381 |
|
|
2017
Q2 | $261K | Sell |
5,190
-306
| -6% | -$15.4K | 0.03% | 379 |
|
|
2017
Q1 | $275K | Sell |
5,496
-133
| -2% | -$6.66K | 0.04% | 353 |
|
|
2016
Q4 | $278K | Buy |
5,629
+5,577
| +10,725% | +$275K | 0.05% | 316 |
|
|
2016
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 1059 |
|
|
2016
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1021 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$15K | – | 1004 |
|
|
2014
Q2 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 675 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$9K | – | 970 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 611 |
|