Connecticut Wealth Management’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 | $254K | Hold |
3,459
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $207K | Sell |
3,459
-1,205
| -26% | -$72.2K | 0.01% | 292 |
|
|
2024
Q4 | $248K | Buy |
4,664
+1,136
| +32% | +$60.5K | 0.01% | 247 |
|
|
2024
Q3 | $223K | Buy |
+3,528
| New | +$223K | 0.01% | 299 |
|
|
2024
Q2 | – | Sell |
-3,699
| Closed | -$223K | – | 341 |
|
|
2024
Q1 | $223K | Sell |
3,699
-281
| -7% | -$17K | 0.01% | 307 |
|
|
2023
Q4 | $257K | Buy |
3,980
+371
| +10% | +$24K | 0.01% | 280 |
|
|
2023
Q3 | $217K | Buy |
3,609
+332
| +10% | +$20K | 0.01% | 275 |
|
|
2023
Q2 | $203K | Buy |
+3,277
| New | +$203K | 0.01% | 260 |
|