Bison Wealth’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
Q3 | – | Sell |
-3,995
| Closed | -$241K | – | 473 |
|
|
2024
Q2 | $241K | Hold |
3,995
| – | – | 0.04% | 363 |
|
|
2024
Q1 | $241K | Sell |
3,995
-311
| -7% | -$18.8K | 0.04% | 363 |
|
|
2023
Q4 | $278K | Sell |
4,306
-126
| -3% | -$8.14K | 0.05% | 329 |
|
|
2023
Q3 | $267K | Sell |
4,432
-3,330
| -43% | -$201K | 0.05% | 323 |
|
|
2023
Q2 | $481K | Buy |
+7,762
| New | +$481K | 0.09% | 221 |
|