Carolina Wealth Advisors’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 |
-10
| Closed | -$633 | – | 350 |
|
|
2024
Q3 | $633 | Hold |
10
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $550 | Hold |
10
| – | – | ﹤0.01% | 210 |
|
|
2024
Q1 | $603 | Hold |
10
| – | – | ﹤0.01% | 205 |
|
|
2023
Q4 | $646 | Hold |
10
| – | – | ﹤0.01% | 225 |
|
|
2023
Q3 | $602 | Hold |
10
| – | – | ﹤0.01% | 244 |
|
|
2023
Q2 | $620 | Hold |
10
| – | – | ﹤0.01% | 234 |
|
|
2023
Q1 | $599 | Hold |
10
| – | – | ﹤0.01% | 243 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 221 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 229 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 252 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 273 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 268 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 262 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 278 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 235 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 227 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 183 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 203 |
|
|
2019
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 174 |
|