Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Hold |
500
| – | – | 0.01% | 413 |
|
|
2025
Q1 | $30K | Sell |
500
-800
| -62% | -$48K | 0.01% | 425 |
|
|
2024
Q4 | $69.2K | Hold |
1,300
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $82.2K | Sell |
1,300
-592
| -31% | -$37.5K | 0.02% | 302 |
|
|
2024
Q2 | $104K | Sell |
1,892
-66
| -3% | -$3.63K | 0.02% | 269 |
|
|
2024
Q1 | $118K | Hold |
1,958
| – | – | 0.03% | 243 |
|
|
2023
Q4 | $127K | Buy |
1,958
+258
| +15% | +$16.7K | 0.03% | 209 |
|
|
2023
Q3 | $102K | Hold |
1,700
| – | – | 0.03% | 198 |
|
|
2023
Q2 | $105K | Buy |
1,700
+302
| +22% | +$18.7K | 0.03% | 190 |
|
|
2023
Q1 | $83.7K | Hold |
1,398
| – | – | 0.03% | 194 |
|
|
2022
Q4 | $90.5K | Hold |
1,398
| – | – | 0.03% | 171 |
|
|
2022
Q3 | $86K | Hold |
1,398
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $92K | Hold |
1,398
| – | – | 0.03% | 166 |
|
|
2022
Q1 | $111K | Sell |
1,398
-200
| -13% | -$15.9K | 0.03% | 151 |
|
|
2021
Q4 | $123K | Buy |
+1,598
| New | +$123K | 0.03% | 144 |
|