Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.9K | Hold |
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|
2025
Q2 | $41.2K | Hold |
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|
2025
Q1 | $33.6K | Buy |
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|
2024
Q4 | $26.6K | Hold |
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|
2024
Q3 | $31.6K | Hold |
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|
2024
Q2 | $27.5K | Sell |
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|
2024
Q1 | $37.4K | Sell |
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|
2023
Q4 | $64.6K | Hold |
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|
2023
Q3 | $60.3K | Sell |
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|
2023
Q2 | $62.8K | Buy |
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|
2023
Q1 | $53.4K | Hold |
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|
2022
Q4 | $57.8K | Buy |
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|
2022
Q3 | $54K | Hold |
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|
2022
Q2 | $57.7K | Hold |
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|
2022
Q1 | $69.9K | Buy |
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|
2021
Q4 | $29.1K | Hold |
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|
2021
Q3 | $25.1K | Sell |
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|
2021
Q2 | $32.2K | Hold |
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|
2021
Q1 | $29.9K | Hold |
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|
2020
Q4 | $25.9K | Hold |
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|
2020
Q3 | $21.2K | Sell |
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|
2020
Q2 | $27.5K | Hold |
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|
2020
Q1 | $26.2K | Hold |
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|
2019
Q4 | $34.6K | Buy |
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