Cordatus 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,493
| Closed | -$474K | – | 149 |
|
2024
Q3 | $474K | Buy |
7,493
+18
| +0.2% | +$1.14K | 0.17% | 88 |
|
2024
Q2 | $411K | Buy |
+7,475
| New | +$411K | 0.15% | 93 |
|
2023
Q3 | – | Sell |
-8,224
| Closed | -$510K | – | 136 |
|
2023
Q2 | $510K | Buy |
+8,224
| New | +$510K | 0.19% | 86 |
|
2022
Q2 | – | Sell |
-10,796
| Closed | -$857K | – | 168 |
|
2022
Q1 | $857K | Buy |
+10,796
| New | +$857K | 0.3% | 119 |
|