Cambridge Trust’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 | $70K | Sell |
1,160
-231
| -17% | -$13.9K | ﹤0.01% | 389 |
|
|
2023
Q4 | $89.9K | Buy |
1,391
+148
| +12% | +$9.56K | ﹤0.01% | 351 |
|
|
2023
Q3 | $74.9K | Sell |
1,243
-500
| -29% | -$30.1K | ﹤0.01% | 378 |
|
|
2023
Q2 | $108K | Hold |
1,743
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $104K | Sell |
1,743
-496
| -22% | -$29.7K | 0.01% | 350 |
|
|
2022
Q4 | $145K | Sell |
2,239
-157
| -7% | -$10.2K | 0.01% | 319 |
|
|
2022
Q3 | $147K | Sell |
2,396
-1,566
| -40% | -$96.1K | 0.01% | 316 |
|
|
2022
Q2 | $260K | Sell |
3,962
-113
| -3% | -$7.42K | 0.01% | 254 |
|
|
2022
Q1 | $324K | Buy |
4,075
+500
| +14% | +$39.8K | 0.01% | 262 |
|
|
2021
Q4 | $274K | Buy |
+3,575
| New | +$274K | 0.01% | 291 |
|
|
2021
Q2 | – | Sell |
-3,576
| Closed | -$233K | – | 281 |
|
|
2021
Q1 | $233K | Buy |
+3,576
| New | +$233K | 0.01% | 248 |
|
|
2019
Q3 | – | Sell |
-5,036
| Closed | -$294K | – | 265 |
|
|
2019
Q2 | $294K | Buy |
+5,036
| New | +$294K | 0.02% | 214 |
|
|
2018
Q4 | – | Sell |
-3,749
| Closed | -$228K | – | 248 |
|
|
2018
Q3 | $228K | Buy |
3,749
+190
| +5% | +$11.6K | 0.01% | 235 |
|
|
2018
Q2 | $206K | Sell |
3,559
-26
| -0.7% | -$1.51K | 0.01% | 238 |
|
|
2018
Q1 | $204K | Hold |
3,585
| – | – | 0.01% | 241 |
|
|
2017
Q4 | $210K | Buy |
+3,585
| New | +$210K | 0.01% | 249 |
|
|
2017
Q2 | – | Sell |
-6,004
| Closed | -$301K | – | 271 |
|
|
2017
Q1 | $301K | Buy |
6,004
+415
| +7% | +$20.8K | 0.02% | 233 |
|
|
2016
Q4 | $276K | Buy |
+5,589
| New | +$276K | 0.02% | 222 |
|