Buckingham Strategic 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
Q1 | – | Sell |
-4,667
| Closed | -$302K | – | 784 |
|
|
2023
Q4 | $302K | Buy |
4,667
+30
| +0.6% | +$1.94K | ﹤0.01% | 572 |
|
|
2023
Q3 | $279K | Buy |
4,637
+1,055
| +29% | +$63.6K | ﹤0.01% | 542 |
|
|
2023
Q2 | $222K | Buy |
3,582
+201
| +6% | +$12.5K | ﹤0.01% | 606 |
|
|
2023
Q1 | $219K | Hold |
3,381
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $219K | Buy |
+3,381
| New | +$219K | ﹤0.01% | 551 |
|
|
2022
Q3 | – | Sell |
-3,661
| Closed | -$240K | – | 642 |
|
|
2022
Q2 | $240K | Buy |
+3,661
| New | +$240K | ﹤0.01% | 515 |
|
|
2019
Q1 | – | Sell |
-4,227
| Closed | -$210K | – | 425 |
|
|
2018
Q4 | $210K | Buy |
4,227
+633
| +18% | +$31.4K | 0.03% | 317 |
|
|
2018
Q3 | $219K | Hold |
3,594
| – | – | 0.03% | 330 |
|
|
2018
Q2 | $208K | Buy |
3,594
+19
| +0.5% | +$1.1K | 0.03% | 338 |
|
|
2018
Q1 | $203K | Buy |
3,575
+87
| +2% | +$4.94K | 0.04% | 291 |
|
|
2017
Q4 | $204K | Buy |
+3,488
| New | +$204K | 0.04% | 297 |
|