Blue Chip Partners’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
Q1 | – | Sell |
-4,196
| Closed | -$271K | – | 197 |
|
|
2023
Q4 | $271K | Buy |
4,196
+41
| +1% | +$2.65K | 0.03% | 121 |
|
|
2023
Q3 | $250K | Buy |
4,155
+37
| +0.9% | +$2.23K | 0.03% | 122 |
|
|
2023
Q2 | $255K | Buy |
4,118
+39
| +1% | +$2.42K | 0.03% | 129 |
|
|
2023
Q1 | $244K | Sell |
4,079
-321
| -7% | -$19.2K | 0.03% | 127 |
|
|
2022
Q4 | $285K | Sell |
4,400
-264
| -6% | -$17.1K | 0.04% | 117 |
|
|
2022
Q3 | $286K | Buy |
4,664
+171
| +4% | +$10.5K | 0.04% | 103 |
|
|
2022
Q2 | $295K | Buy |
4,493
+34
| +0.8% | +$2.23K | 0.04% | 111 |
|
|
2022
Q1 | $354K | Buy |
4,459
+31
| +0.7% | +$2.46K | 0.04% | 108 |
|
|
2021
Q4 | $340K | Buy |
4,428
+31
| +0.7% | +$2.38K | 0.04% | 116 |
|
|
2021
Q3 | $291K | Buy |
4,397
+33
| +0.8% | +$2.18K | 0.04% | 114 |
|
|
2021
Q2 | $306K | Buy |
4,364
+32
| +0.7% | +$2.24K | 0.04% | 104 |
|
|
2021
Q1 | $283K | Sell |
4,332
-12,961
| -75% | -$847K | 0.04% | 103 |
|
|
2020
Q4 | $976K | Sell |
17,293
-2,761
| -14% | -$156K | 0.15% | 58 |
|
|
2020
Q3 | $928K | Sell |
20,054
-7,983
| -28% | -$369K | 0.17% | 53 |
|
|
2020
Q2 | $1.25M | Sell |
28,037
-9,533
| -25% | -$425K | 0.25% | 49 |
|
|
2020
Q1 | $1.6M | Sell |
37,570
-13,739
| -27% | -$584K | 0.4% | 43 |
|
|
2019
Q4 | $2.87M | Sell |
51,309
-1,643
| -3% | -$92K | 0.55% | 45 |
|
|
2019
Q3 | $3.09M | Sell |
52,952
-482
| -0.9% | -$28.1K | 0.65% | 42 |
|
|
2019
Q2 | $3.12M | Sell |
53,434
-736
| -1% | -$42.9K | 0.7% | 39 |
|
|
2019
Q1 | $2.94M | Sell |
54,170
-3,773
| -7% | -$205K | 0.7% | 41 |
|
|
2018
Q4 | $2.88M | Sell |
57,943
-7,291
| -11% | -$363K | 0.72% | 40 |
|
|
2018
Q3 | $3.96M | Sell |
65,234
-5,237
| -7% | -$318K | 0.97% | 36 |
|
|
2018
Q2 | $4.08M | Sell |
70,471
-11,054
| -14% | -$640K | 1.08% | 36 |
|
|
2018
Q1 | $4.63M | Sell |
81,525
-4,843
| -6% | -$275K | 1.28% | 30 |
|
|
2017
Q4 | $5.06M | Sell |
86,368
-306
| -0.4% | -$17.9K | 1.5% | 26 |
|
|
2017
Q3 | $4.88M | Sell |
86,674
-540
| -0.6% | -$30.4K | 1.57% | 20 |
|
|
2017
Q2 | $4.4M | Buy |
87,214
+807
| +0.9% | +$40.7K | 1.53% | 20 |
|
|
2017
Q1 | $4.32M | Buy |
86,407
+584
| +0.7% | +$29.2K | 1.64% | 18 |
|
|
2016
Q4 | $4.23M | Buy |
85,823
+15,033
| +21% | +$742K | 1.66% | 21 |
|
|
2016
Q3 | $3.14M | Buy |
70,790
+1,834
| +3% | +$81.4K | 1.39% | 29 |
|
|
2016
Q2 | $2.95M | Buy |
68,956
+7,345
| +12% | +$315K | 1.33% | 29 |
|
|
2016
Q1 | $2.66M | Buy |
61,611
+3,732
| +6% | +$161K | 1.29% | 30 |
|
|
2015
Q4 | $2.26M | Sell |
57,879
-2,829
| -5% | -$110K | 1.18% | 30 |
|
|
2015
Q3 | $2.4M | Buy |
60,708
+5,479
| +10% | +$216K | 1.53% | 26 |
|
|
2015
Q2 | $2.35M | Buy |
55,229
+6,352
| +13% | +$270K | 1.5% | 29 |
|
|
2015
Q1 | $2.09M | Buy |
48,877
+2,683
| +6% | +$115K | 1.42% | 29 |
|
|
2014
Q4 | $2.21M | Buy |
+46,194
| New | +$2.21M | 1.54% | 26 |
|