Caldwell Trust’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2K | Hold |
561
|
|
||||
|
2025
Q1 | $33.6K | Buy |
561
+61
|
|
||||
|
2024
Q4 | $26.6K | Hold |
500
|
|
||||
|
2024
Q3 | $31.6K | Hold |
500
|
|
||||
|
2024
Q2 | $27.5K | Sell |
500
-120
|
|
||||
|
2024
Q1 | $37.4K | Sell |
620
-380
|
|
||||
|
2023
Q4 | $64.6K | Hold |
1,000
|
|
||||
|
2023
Q3 | $60.3K | Sell |
1,000
-12
|
|
||||
|
2023
Q2 | $62.8K | Buy |
1,012
+120
|
|
||||
|
2023
Q1 | $53.4K | Hold |
892
|
|
||||
|
2022
Q4 | $57.8K | Buy |
892
+12
|
|
||||
|
2022
Q3 | $54K | Hold |
880
|
|
||||
|
2022
Q2 | $57.7K | Hold |
880
|
|
||||
|
2022
Q1 | $69.9K | Buy |
880
+500
|
|
||||
|
2021
Q4 | $29.1K | Hold |
380
|
|
||||
|
2021
Q3 | $25.1K | Sell |
380
-79
|
|
||||
|
2021
Q2 | $32.2K | Hold |
459
|
|
||||
|
2021
Q1 | $29.9K | Hold |
459
|
|
||||
|
2020
Q4 | $25.9K | Hold |
459
|
|
||||
|
2020
Q3 | $21.2K | Sell |
459
-158
|
|
||||
|
2020
Q2 | $27.5K | Hold |
617
|
|
||||
|
2020
Q1 | $26.2K | Hold |
617
|
|
||||
|
2019
Q4 | $34.6K | Buy |
+617
|
|