Charter Oak Capital Management’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$202K Buy
2022
Q3
Sell
2022
Q2
$106K Hold
2022
Q1
$129K Hold
2021
Q4
$124K Buy
2021
Q3
$73K Hold
2021
Q2
$77K Hold
2021
Q1
$72K Hold
2020
Q4
$62K Buy