CreativeOne Wealth’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 |
-3,587
| Closed | -$227K | – | 1114 |
|
|
2024
Q3 | $227K | Buy |
+3,587
| New | +$227K | 0.01% | 870 |
|
|
2024
Q2 | – | Sell |
-4,062
| Closed | -$245K | – | 905 |
|
|
2024
Q1 | $245K | Buy |
+4,062
| New | +$245K | 0.01% | 784 |
|
|
2023
Q3 | – | Sell |
-4,301
| Closed | -$267K | – | 807 |
|
|
2023
Q2 | $267K | Buy |
4,301
+370
| +9% | +$23K | 0.01% | 678 |
|
|
2023
Q1 | $235K | Sell |
3,931
-446
| -10% | -$26.7K | 0.01% | 711 |
|
|
2022
Q4 | $283K | Buy |
4,377
+92
| +2% | +$5.95K | 0.02% | 588 |
|
|
2022
Q3 | $263K | Sell |
4,285
-14
| -0.3% | -$859 | 0.02% | 586 |
|
|
2022
Q2 | $282K | Sell |
4,299
-337
| -7% | -$22.1K | 0.02% | 580 |
|
|
2022
Q1 | $368K | Buy |
4,636
+1,276
| +38% | +$101K | 0.02% | 522 |
|
|
2021
Q4 | $258K | Buy |
+3,360
| New | +$258K | 0.01% | 634 |
|