Clarius Group LLC’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 | $209K | Buy |
+2,847
| New | +$209K | 0.01% | 446 |
|
|
2024
Q2 | – | Sell |
-4,473
| Closed | -$270K | – | 495 |
|
|
2024
Q1 | $270K | Sell |
4,473
-1,563
| -26% | -$94.4K | 0.02% | 361 |
|
|
2023
Q4 | $390K | Buy |
6,036
+1,938
| +47% | +$125K | 0.03% | 290 |
|
|
2023
Q3 | $247K | Buy |
4,098
+817
| +25% | +$49.2K | 0.02% | 385 |
|
|
2023
Q2 | $203K | Buy |
+3,281
| New | +$203K | 0.02% | 486 |
|
|
2023
Q1 | – | Sell |
-4,493
| Closed | -$291K | – | 534 |
|
|
2022
Q4 | $291K | Buy |
4,493
+479
| +12% | +$31K | 0.03% | 392 |
|
|
2022
Q3 | $246K | Buy |
4,014
+406
| +11% | +$24.9K | 0.02% | 399 |
|
|
2022
Q2 | $237K | Buy |
3,608
+96
| +3% | +$6.31K | 0.02% | 399 |
|
|
2022
Q1 | $269K | Hold |
3,512
| – | – | 0.02% | 393 |
|
|
2021
Q4 | $269K | Buy |
+3,512
| New | +$269K | 0.02% | 393 |
|
|
2020
Q1 | – | Sell |
-4,056
| Closed | -$228K | – | 301 |
|
|
2019
Q4 | $228K | Sell |
4,056
-1,180
| -23% | -$66.3K | 0.04% | 258 |
|
|
2019
Q3 | $305K | Buy |
5,236
+559
| +12% | +$32.6K | 0.06% | 186 |
|
|
2019
Q2 | $273K | Buy |
+4,677
| New | +$273K | 0.05% | 190 |
|