Calton & Associates’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
3,269
-106
| -3% | -$7.79K | 0.04% | 327 |
|
|
2025
Q1 | $202K | Buy |
+3,375
| New | +$202K | 0.05% | 318 |
|
|
2024
Q4 | – | Sell |
-5,777
| Closed | -$365K | – | 275 |
|
|
2024
Q3 | $365K | Sell |
5,777
-923
| -14% | -$58.4K | 0.14% | 149 |
|
|
2024
Q2 | $368K | Buy |
6,700
+2,100
| +46% | +$115K | 0.18% | 117 |
|
|
2024
Q1 | $278K | Buy |
4,600
+459
| +11% | +$27.7K | 0.14% | 146 |
|
|
2023
Q4 | $268K | Buy |
+4,141
| New | +$268K | 0.11% | 173 |
|
|
2023
Q3 | – | Sell |
-3,582
| Closed | -$222K | – | 238 |
|
|
2023
Q2 | $222K | Buy |
3,582
+9
| +0.3% | +$558 | 0.1% | 183 |
|
|
2023
Q1 | $214K | Buy |
3,573
+8
| +0.2% | +$479 | 0.1% | 200 |
|
|
2022
Q4 | $231K | Sell |
3,565
-141
| -4% | -$9.13K | 0.09% | 239 |
|
|
2022
Q3 | $227K | Sell |
3,706
-472
| -11% | -$28.9K | 0.13% | 179 |
|
|
2022
Q2 | $274K | Buy |
4,178
+7
| +0.2% | +$459 | 0.15% | 164 |
|
|
2022
Q1 | $331K | Buy |
4,171
+7
| +0.2% | +$556 | 0.1% | 228 |
|
|
2021
Q4 | $319K | Sell |
4,164
-42
| -1% | -$3.22K | 0.09% | 249 |
|
|
2021
Q3 | $278K | Sell |
4,206
-230
| -5% | -$15.2K | 0.06% | 302 |
|
|
2021
Q2 | $311K | Buy |
4,436
+10
| +0.2% | +$701 | 0.06% | 291 |
|
|
2021
Q1 | $289K | Buy |
4,426
+10
| +0.2% | +$653 | 0.06% | 291 |
|
|
2020
Q4 | $249K | Sell |
4,416
-173
| -4% | -$9.76K | 0.04% | 307 |
|
|
2020
Q3 | $212K | Sell |
4,589
-25
| -0.5% | -$1.16K | 0.04% | 308 |
|
|
2020
Q2 | $206K | Sell |
4,614
-417
| -8% | -$18.6K | 0.04% | 304 |
|
|
2020
Q1 | $213K | Sell |
5,031
-97
| -2% | -$4.11K | 0.05% | 260 |
|
|
2019
Q4 | $288K | Sell |
5,128
-381
| -7% | -$21.4K | 0.06% | 267 |
|
|
2019
Q3 | $321K | Buy |
5,509
+480
| +10% | +$28K | 0.07% | 226 |
|
|
2019
Q2 | $293K | Buy |
5,029
+257
| +5% | +$15K | 0.08% | 198 |
|
|
2019
Q1 | $259K | Buy |
+4,772
| New | +$259K | 0.08% | 213 |
|
|
2018
Q1 | – | Sell |
-2,354
| Closed | -$141K | – | 1171 |
|
|
2017
Q4 | $141K | Buy |
+2,354
| New | +$141K | 0.04% | 414 |
|