Campion Asset Management’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
Q4 | – | Sell |
-6,718
| Closed | -$425K | – | 92 |
|
|
2024
Q3 | $425K | Sell |
6,718
-945
| -12% | -$59.8K | 0.31% | 59 |
|
|
2024
Q2 | $421K | Sell |
7,663
-2,960
| -28% | -$163K | 0.33% | 60 |
|
|
2024
Q1 | $641K | Sell |
10,623
-50
| -0.5% | -$3.02K | 0.5% | 36 |
|
|
2023
Q4 | $690K | Sell |
10,673
-1,000
| -9% | -$64.6K | 0.58% | 31 |
|
|
2023
Q3 | $703K | Sell |
11,673
-50
| -0.4% | -$3.01K | 0.65% | 30 |
|
|
2023
Q2 | $727K | Sell |
11,723
-410
| -3% | -$25.4K | 0.65% | 31 |
|
|
2023
Q1 | $727K | Hold |
12,133
| – | – | 0.69% | 30 |
|
|
2022
Q4 | $786K | Sell |
12,133
-300
| -2% | -$19.4K | 0.77% | 29 |
|
|
2022
Q3 | $763K | Hold |
12,433
| – | – | 0.81% | 28 |
|
|
2022
Q2 | $815K | Sell |
12,433
-95
| -0.8% | -$6.23K | 0.81% | 27 |
|
|
2022
Q1 | $995K | Hold |
12,528
| – | – | 0.85% | 25 |
|
|
2021
Q4 | $961K | Hold |
12,528
| – | – | 0.8% | 24 |
|
|
2021
Q3 | $829K | Sell |
12,528
-60
| -0.5% | -$3.97K | 0.74% | 24 |
|
|
2021
Q2 | $882K | Sell |
12,588
-2,050
| -14% | -$144K | 0.73% | 23 |
|
|
2021
Q1 | $955K | Buy |
+14,638
| New | +$955K | 0.72% | 24 |
|