Clearstead Advisors’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 | $261K | Hold |
3,559
| – | – | ﹤0.01% | 814 |
|
|
2025
Q1 | $213K | Hold |
3,559
| – | – | ﹤0.01% | 809 |
|
|
2024
Q4 | $189K | Hold |
3,559
| – | – | ﹤0.01% | 876 |
|
|
2024
Q3 | $225K | Hold |
3,559
| – | – | ﹤0.01% | 818 |
|
|
2024
Q2 | $196K | Hold |
3,559
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $202K | Hold |
3,559
| – | – | 0.01% | 469 |
|
|
2023
Q4 | $230K | Sell |
3,559
-3,559
| -50% | -$230K | 0.01% | 437 |
|
|
2023
Q3 | $429K | Buy |
7,118
+3,559
| +100% | +$214K | 0.01% | 430 |
|
|
2023
Q2 | $221K | Hold |
3,559
| – | – | 0.01% | 419 |
|
|
2023
Q1 | $213K | Buy |
3,559
+305
| +9% | +$18.3K | 0.02% | 382 |
|
|
2022
Q4 | $211K | Hold |
3,254
| – | – | 0.02% | 373 |
|
|
2022
Q3 | $200K | Sell |
3,254
-159
| -5% | -$9.77K | 0.02% | 359 |
|
|
2022
Q2 | $224K | Sell |
3,413
-253
| -7% | -$16.6K | 0.02% | 357 |
|
|
2022
Q1 | $291K | Buy |
3,666
+398
| +12% | +$31.6K | 0.02% | 350 |
|
|
2021
Q4 | $251K | Buy |
3,268
+14
| +0.4% | +$1.08K | 0.02% | 353 |
|
|
2021
Q3 | $215K | Hold |
3,254
| – | – | 0.02% | 355 |
|
|
2021
Q2 | $228K | Hold |
3,254
| – | – | 0.02% | 326 |
|
|
2021
Q1 | $212K | Hold |
3,254
| – | – | 0.02% | 327 |
|
|
2020
Q4 | $184K | Hold |
3,254
| – | – | 0.02% | 331 |
|
|
2020
Q3 | $150K | Sell |
3,254
-751
| -19% | -$34.6K | 0.02% | 314 |
|
|
2020
Q2 | $179K | Buy |
4,005
+751
| +23% | +$33.6K | 0.02% | 281 |
|
|
2020
Q1 | $138K | Buy |
+3,254
| New | +$138K | 0.02% | 285 |
|
|
2017
Q4 | – | Sell |
-5,660
| Closed | -$318K | – | 252 |
|
|
2017
Q3 | $318K | Buy |
5,660
+9
| +0.2% | +$506 | 0.04% | 191 |
|
|
2017
Q2 | $285K | Buy |
+5,651
| New | +$285K | 0.04% | 192 |
|