Cary Street Partners Investment Advisory’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
Q4 | – | Sell |
-1,338
| Closed | -$80.6K | – | 1683 |
|
|
2023
Q3 | $80.6K | Sell |
1,338
-249
| -16% | -$15K | ﹤0.01% | 759 |
|
|
2023
Q2 | $98.4K | Sell |
1,587
-161
| -9% | -$9.98K | 0.01% | 665 |
|
|
2023
Q1 | $105K | Sell |
1,748
-232
| -12% | -$13.9K | 0.01% | 581 |
|
|
2022
Q4 | $128K | Buy |
+1,980
| New | +$128K | 0.01% | 544 |
|
|
2022
Q3 | – | Sell |
-1,718
| Closed | -$113K | – | 564 |
|
|
2022
Q2 | $113K | Buy |
+1,718
| New | +$113K | 0.01% | 494 |
|