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 |
|