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
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