Carolinas Wealth Consulting’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$1.98K | – | 1115 |
|
|
2023
Q1 | $1.98K | Sell |
33
-16
| -33% | -$959 | ﹤0.01% | 816 |
|
|
2022
Q4 | $3.17K | Buy |
+49
| New | +$3.17K | ﹤0.01% | 759 |
|
|
2022
Q3 | – | Sell |
-480
| Closed | -$31K | – | 940 |
|
|
2022
Q2 | $31K | Hold |
480
| – | – | 0.01% | 396 |
|
|
2022
Q1 | $38K | Hold |
480
| – | – | 0.01% | 394 |
|
|
2021
Q4 | $37K | Hold |
480
| – | – | 0.01% | 407 |
|
|
2021
Q3 | $32K | Hold |
480
| – | – | 0.01% | 405 |
|
|
2021
Q2 | $34K | Buy |
480
+265
| +123% | +$18.8K | 0.01% | 417 |
|
|
2021
Q1 | $14K | Buy |
+215
| New | +$14K | ﹤0.01% | 579 |
|
|
2020
Q4 | – | Sell |
-6
| Closed | – | – | 1024 |
|
|
2020
Q3 | $0 | Sell |
6
-52
| -90% | – | ﹤0.01% | 1003 |
|
|
2020
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 467 |
|