Cooper Financial Group’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,738
Closed -$260K 407
2024
Q2
$260K Sell
4,738
-3,500
-42% -$192K 0.04% 326
2024
Q1
$497K Buy
8,238
+118
+1% +$7.13K 0.08% 218
2023
Q4
$525K Buy
8,120
+188
+2% +$12.1K 0.1% 197
2023
Q3
$478K Buy
7,932
+365
+5% +$22K 0.11% 197
2023
Q2
$469K Buy
7,567
+552
+8% +$34.2K 0.12% 202
2023
Q1
$420K Buy
7,015
+1,007
+17% +$60.3K 0.11% 196
2022
Q4
$389K Buy
6,008
+811
+16% +$52.5K 0.12% 174
2022
Q3
$319K Buy
5,197
+849
+20% +$52.1K 0.11% 174
2022
Q2
$285K Buy
4,348
+296
+7% +$19.4K 0.1% 189
2022
Q1
$322K Buy
4,052
+254
+7% +$20.2K 0.12% 165
2021
Q4
$291K Buy
3,798
+105
+3% +$8.05K 0.11% 180
2021
Q3
$244K Buy
3,693
+90
+2% +$5.95K 0.05% 213
2021
Q2
$252K Buy
3,603
+293
+9% +$20.5K 0.05% 210
2021
Q1
$216K Buy
+3,310
New +$216K 0.05% 226