Cresset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+2,872
| New | +$211K | ﹤0.01% | 1473 |
|
|
2024
Q4 | – | Sell |
-13,757
| Closed | -$870K | – | 2054 |
|
|
2024
Q3 | $870K | Buy |
13,757
+1,638
| +14% | +$104K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $666K | Sell |
12,119
-25,525
| -68% | -$1.4M | ﹤0.01% | 1264 |
|
|
2024
Q1 | $2.27M | Buy |
37,644
+6,663
| +22% | +$402K | 0.01% | 578 |
|
|
2023
Q4 | $2M | Sell |
30,981
-7,871
| -20% | -$509K | 0.01% | 581 |
|
|
2023
Q3 | $2.34M | Buy |
38,852
+1,493
| +4% | +$90K | 0.01% | 467 |
|
|
2023
Q2 | $2.32M | Buy |
+37,359
| New | +$2.32M | ﹤0.01% | 480 |
|
|
2022
Q2 | – | Sell |
-3,132
| Closed | -$249K | – | 1081 |
|
|
2022
Q1 | $249K | Buy |
3,132
+442
| +16% | +$35.1K | ﹤0.01% | 845 |
|
|
2021
Q4 | $206K | Sell |
2,690
-3,492
| -56% | -$267K | ﹤0.01% | 1039 |
|
|
2021
Q3 | $409K | Buy |
6,182
+1,180
| +24% | +$78.1K | 0.01% | 709 |
|
|
2021
Q2 | $350K | Sell |
5,002
-106
| -2% | -$7.42K | 0.01% | 706 |
|
|
2021
Q1 | $333K | Buy |
5,108
+453
| +10% | +$29.5K | 0.01% | 629 |
|
|
2020
Q4 | $263K | Buy |
+4,655
| New | +$263K | ﹤0.01% | 603 |
|
|
2020
Q2 | – | Sell |
-5,996
| Closed | -$254K | – | 735 |
|
|
2020
Q1 | $254K | Buy |
+5,996
| New | +$254K | 0.01% | 444 |
|
|
2019
Q2 | – | Sell |
-151,759
| Closed | -$89K | – | 1554 |
|
|
2019
Q1 | $89K | Buy |
151,759
+151,721
| +399,266% | +$89K | ﹤0.01% | 593 |
|
|
2018
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1369 |
|