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Buckingham Strategic Wealth’s Toronto Dominion Bank TD Stock Holding History

Buckingham Strategic Wealth’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,667
Closed -$302K – 792
2023
Q4 		$302K Buy
4,667
+30
+0.6% +$1.8K ﹤0.01% 572
2023
Q3 		$279K Buy
4,637
+1,055
+29% +$65.8K ﹤0.01% 542
2023
Q2 		$222K Buy
3,582
+201
+6% +$12.1K ﹤0.01% 606
2023
Q1 		$219K Hold
3,381
– – ﹤0.01% 549
2022
Q4 		$219K Buy
+3,381
New +$218K ﹤0.01% 551
2022
Q3 		– Sell
-3,661
Closed -$240K – 644
2022
Q2 		$240K Buy
+3,661
New +$266K ﹤0.01% 515
2019
Q1 		– Sell
-4,227
Closed -$210K – 426
2018
Q4 		$210K Buy
4,227
+633
+18% +$34.7K 0.03% 317
2018
Q3 		$219K Hold
3,594
– – 0.03% 330
2018
Q2 		$208K Buy
3,594
+19
+0.5% +$1.09K 0.03% 338
2018
Q1 		$203K Buy
3,575
+87
+2% +$5.09K 0.04% 291
2017
Q4 		$204K Buy
+3,488
New +$199K 0.04% 297

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