Crescent Sterling’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,584
| Closed | -$776K | – | 81 |
|
|
2024
Q4 | $776K | Sell |
14,584
-6,600
| -31% | -$351K | 0.8% | 39 |
|
|
2024
Q3 | $1.34M | Sell |
21,184
-764
| -3% | -$48.3K | 1.28% | 24 |
|
|
2024
Q2 | $1.21M | Sell |
21,948
-1,867
| -8% | -$103K | 1.16% | 29 |
|
|
2024
Q1 | $1.44M | Sell |
23,815
-855
| -3% | -$51.6K | 1.31% | 26 |
|
|
2023
Q4 | $1.59M | Sell |
24,670
-524
| -2% | -$33.9K | 1.59% | 22 |
|
|
2023
Q3 | $1.52M | Sell |
25,194
-2,747
| -10% | -$166K | 1.61% | 20 |
|
|
2023
Q2 | $1.73M | Buy |
27,941
+302
| +1% | +$18.7K | 1.64% | 20 |
|
|
2023
Q1 | $1.66M | Buy |
27,639
+2,493
| +10% | +$149K | 1.61% | 21 |
|
|
2022
Q4 | $1.63M | Buy |
+25,146
| New | +$1.63M | 1.75% | 20 |
|