Bogart Wealth LLC’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 | $7.35K | Hold |
100
| – | – | ﹤0.01% | 847 |
|
|
2025
Q1 | $5.99K | Hold |
100
| – | – | ﹤0.01% | 858 |
|
|
2024
Q4 | $5.32K | Sell |
100
-50
| -33% | -$2.66K | ﹤0.01% | 860 |
|
|
2024
Q3 | $9.49K | Hold |
150
| – | – | ﹤0.01% | 709 |
|
|
2024
Q2 | $8.24K | Hold |
150
| – | – | ﹤0.01% | 704 |
|
|
2024
Q1 | $9.06K | Sell |
150
-20
| -12% | -$1.21K | ﹤0.01% | 666 |
|
|
2023
Q4 | $11K | Buy |
170
+20
| +13% | +$1.29K | ﹤0.01% | 606 |
|
|
2023
Q3 | $9.04K | Hold |
150
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $9.3K | Hold |
150
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $8.99K | Hold |
150
| – | – | ﹤0.01% | 611 |
|
|
2022
Q4 | $9.71K | Hold |
150
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 575 |
|
|
2022
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 471 |
|
|
2021
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 442 |
|
|
2021
Q1 | $10K | Sell |
150
-20
| -12% | -$1.33K | ﹤0.01% | 425 |
|
|
2020
Q4 | $9K | Buy |
170
+150
| +750% | +$7.94K | ﹤0.01% | 338 |
|
|
2020
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 486 |
|
|
2020
Q2 | $1K | Sell |
20
-149
| -88% | -$7.45K | ﹤0.01% | 437 |
|
|
2020
Q1 | $7K | Sell |
169
-11,357
| -99% | -$470K | ﹤0.01% | 303 |
|
|
2019
Q4 | $647K | Buy |
11,526
+546
| +5% | +$30.6K | 0.21% | 72 |
|
|
2019
Q3 | $640K | Buy |
10,980
+707
| +7% | +$41.2K | 0.31% | 57 |
|
|
2019
Q2 | $599K | Buy |
10,273
+268
| +3% | +$15.6K | 0.36% | 56 |
|
|
2019
Q1 | $543K | Buy |
10,005
+560
| +6% | +$30.4K | 0.26% | 58 |
|
|
2018
Q4 | $469K | Buy |
9,445
+71
| +0.8% | +$3.53K | 0.23% | 52 |
|
|
2018
Q3 | $570K | Buy |
9,374
+747
| +9% | +$45.4K | 0.33% | 49 |
|
|
2018
Q2 | $499K | Buy |
8,627
+100
| +1% | +$5.78K | 0.3% | 50 |
|
|
2018
Q1 | $483K | Buy |
8,527
+2,288
| +37% | +$130K | 0.28% | 52 |
|
|
2017
Q4 | $365K | Buy |
6,239
+5,571
| +834% | +$326K | 0.23% | 57 |
|
|
2017
Q3 | $37K | Buy |
+668
| New | +$37K | 0.03% | 157 |
|