CA
Claro Advisors’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
29,976
-1,586
| -5% | -$116K | 0.36% | 60 |
|
|
2025
Q1 | $1.89M | Sell |
31,562
-200
| -0.6% | -$12K | 0.25% | 71 |
|
|
2024
Q4 | $1.69M | Sell |
31,762
-366
| -1% | -$19.5K | 0.23% | 83 |
|
|
2024
Q3 | $2.03M | Sell |
32,128
-3
| -0% | -$190 | 0.26% | 73 |
|
|
2024
Q2 | $1.77M | Sell |
32,131
-25
| -0.1% | -$1.37K | 0.28% | 70 |
|
|
2024
Q1 | $1.94M | Sell |
32,156
-51
| -0.2% | -$3.08K | 0.34% | 52 |
|
|
2023
Q4 | $2.08M | Sell |
32,207
-259
| -0.8% | -$16.7K | 0.45% | 45 |
|
|
2023
Q3 | $1.96M | Sell |
32,466
-582
| -2% | -$35.1K | 0.49% | 41 |
|
|
2023
Q2 | $2.05M | Buy |
33,048
+728
| +2% | +$45.1K | 0.51% | 38 |
|
|
2023
Q1 | $1.94M | Buy |
32,320
+253
| +0.8% | +$15.2K | 0.57% | 38 |
|
|
2022
Q4 | $2.08M | Buy |
32,067
+592
| +2% | +$38.3K | 0.68% | 33 |
|
|
2022
Q3 | $2.06M | Hold |
31,475
| – | – | 0.82% | 27 |
|
|
2022
Q2 | $2.06M | Buy |
31,475
+217
| +0.7% | +$14.2K | 0.82% | 27 |
|
|
2022
Q1 | $2.4M | Hold |
31,258
| – | – | 0.86% | 20 |
|
|
2021
Q4 | $2.4M | Buy |
31,258
+27
| +0.1% | +$2.07K | 0.86% | 20 |
|
|
2021
Q3 | $2.07M | Buy |
31,231
+17
| +0.1% | +$1.13K | 0.87% | 22 |
|
|
2021
Q2 | $2.19M | Buy |
31,214
+76
| +0.2% | +$5.33K | 0.98% | 18 |
|
|
2021
Q1 | $2.03M | Sell |
31,138
-797
| -2% | -$52K | 1.03% | 16 |
|
|
2020
Q4 | $1.8M | Buy |
31,935
+36
| +0.1% | +$2.03K | 0.96% | 20 |
|
|
2020
Q3 | $1.48M | Buy |
31,899
+4
| +0% | +$185 | 0.93% | 19 |
|
|
2020
Q2 | $1.42M | Buy |
31,895
+1,042
| +3% | +$46.5K | 0.98% | 19 |
|
|
2020
Q1 | $1.31M | Buy |
30,853
+3
| +0% | +$127 | 1.22% | 14 |
|
|
2019
Q4 | $1.73M | Buy |
30,850
+5
| +0% | +$281 | 1.33% | 15 |
|
|
2019
Q3 | $1.8M | Buy |
30,845
+196
| +0.6% | +$11.4K | 1.59% | 11 |
|
|
2019
Q2 | $1.79M | Sell |
30,649
-414
| -1% | -$24.2K | 1.65% | 11 |
|
|
2019
Q1 | $1.69M | Buy |
31,063
+442
| +1% | +$24K | 1.67% | 10 |
|
|
2018
Q4 | $1.86M | Buy |
+30,621
| New | +$1.86M | 1.49% | 8 |
|