Brandywine Oak Private Wealth’s Toronto Dominion Bank TD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,703	Closed	-$227K	–	291
2022 Q3	$227K	Sell	3,703 -1,161	-24%	-$75.2K	0.03%	263
2022 Q2	$318K	Buy	4,864 +66	+1%	+$4.79K	0.04%	227
2022 Q1	$381K	Sell	4,798 -341	-7%	-$27.5K	0.04%	225
2021 Q4	$394K	Buy	5,139 +1,597	+45%	+$116K	0.04%	220
2021 Q3	$234K	Buy	3,542 +1	+0%	+$67	0.03%	303
2021 Q2	$248K	Buy	3,541 +1	+0%	+$70	0.03%	284
2021 Q1	$230K	Buy	+3,540	New	+$216K	0.03%	253
2020 Q4	–	Sell	-8,317	Closed	-$384K	–	280
2020 Q3	$384K	Sell	8,317 -2,263	-21%	-$105K	0.06%	161
2020 Q2	$472K	Sell	10,580 -3,249	-23%	-$138K	0.08%	139
2020 Q1	$588K	Sell	13,829 -16,158	-54%	-$829K	0.12%	96
2019 Q4	$1.68M	Sell	29,987 -1,492	-5%	-$84.6K	0.31%	53
2019 Q3	$1.83M	Buy	31,479 +164	+0.5%	+$9.32K	0.35%	48
2019 Q2	$1.83M	Buy	31,315 +402	+1%	+$22.6K	0.37%	46
2019 Q1	$1.68M	Sell	30,913 -36	-0.1%	-$1.99K	0.35%	46
2018 Q4	$1.54M	Buy	+30,949	New	+$1.69M	0.35%	51