Cassaday & Co Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Hold |
38,206
| – | – | 0.07% | 63 |
|
|
2025
Q1 | $2.29M | Hold |
38,206
| – | – | 0.06% | 65 |
|
|
2024
Q4 | $2.03M | Hold |
38,206
| – | – | 0.06% | 72 |
|
|
2024
Q3 | $2.42M | Hold |
38,206
| – | – | 0.07% | 59 |
|
|
2024
Q2 | $2.1M | Sell |
38,206
-600
| -2% | -$33K | 0.07% | 62 |
|
|
2024
Q1 | $2.34M | Buy |
38,806
+240
| +0.6% | +$14.5K | 0.08% | 58 |
|
|
2023
Q4 | $2.49M | Hold |
38,566
| – | – | 0.09% | 48 |
|
|
2023
Q3 | $2.32M | Hold |
38,566
| – | – | 0.1% | 49 |
|
|
2023
Q2 | $2.39M | Sell |
38,566
-38
| -0.1% | -$2.36K | 0.09% | 46 |
|
|
2023
Q1 | $2.31M | Sell |
38,604
-60
| -0.2% | -$3.59K | 0.1% | 47 |
|
|
2022
Q4 | $2.5M | Buy |
+38,664
| New | +$2.5M | 0.12% | 44 |
|