Costello Asset 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 |
-1,050
| Closed | -$66.4K | – | 201 |
|
|
2024
Q3 | $66.4K | Sell |
1,050
-2,350
| -69% | -$149K | 0.04% | 91 |
|
|
2024
Q2 | $187K | Sell |
3,400
-675
| -17% | -$37.1K | 0.14% | 58 |
|
|
2024
Q1 | $246K | Sell |
4,075
-1,075
| -21% | -$64.9K | 0.18% | 53 |
|
|
2023
Q4 | $333K | Sell |
5,150
-1,175
| -19% | -$75.9K | 0.28% | 49 |
|
|
2023
Q3 | $381K | Buy |
6,325
+200
| +3% | +$12.1K | 0.35% | 44 |
|
|
2023
Q2 | $380K | Sell |
6,125
-192
| -3% | -$11.9K | 0.33% | 45 |
|
|
2023
Q1 | $378K | Sell |
6,317
-25
| -0.4% | -$1.5K | 0.39% | 48 |
|
|
2022
Q4 | $411K | Sell |
6,342
-252
| -4% | -$16.3K | 0.37% | 45 |
|
|
2022
Q3 | $404K | Sell |
6,594
-500
| -7% | -$30.6K | 0.38% | 46 |
|
|
2022
Q2 | $465K | Sell |
7,094
-200
| -3% | -$13.1K | 0.4% | 44 |
|
|
2022
Q1 | $579K | Sell |
7,294
-3,686
| -34% | -$293K | 0.4% | 44 |
|
|
2021
Q4 | $842K | Buy |
10,980
+1,300
| +13% | +$99.7K | 0.51% | 41 |
|
|
2021
Q3 | $640K | Sell |
9,680
-155
| -2% | -$10.2K | 0.41% | 44 |
|
|
2021
Q2 | $689K | Sell |
9,835
-101
| -1% | -$7.08K | 0.45% | 42 |
|
|
2021
Q1 | $648K | Buy |
9,936
+7
| +0.1% | +$457 | 0.45% | 43 |
|
|
2020
Q4 | $560K | Buy |
9,929
+2,953
| +42% | +$167K | 0.42% | 40 |
|
|
2020
Q3 | $323K | Sell |
6,976
-99
| -1% | -$4.58K | 0.28% | 45 |
|
|
2020
Q2 | $316K | Buy |
+7,075
| New | +$316K | 0.31% | 41 |
|
|
2019
Q3 | $505K | Sell |
8,675
-100
| -1% | -$5.82K | 0.6% | 37 |
|
|
2019
Q2 | $512K | Sell |
8,775
-4,803
| -35% | -$280K | 0.58% | 39 |
|
|
2019
Q1 | $738K | Sell |
13,578
-950
| -7% | -$51.6K | 0.88% | 31 |
|
|
2018
Q4 | $722K | Buy |
+14,528
| New | +$722K | 0.93% | 30 |
|