Cyndeo Wealth Partners’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 | $1.21M | Buy |
16,416
+870
| +6% | +$63.9K | 0.07% | 204 |
|
|
2025
Q1 | $932K | Buy |
15,546
+94
| +0.6% | +$5.63K | 0.06% | 222 |
|
|
2024
Q4 | $823K | Buy |
15,452
+37
| +0.2% | +$1.97K | 0.06% | 237 |
|
|
2024
Q3 | $975K | Buy |
15,415
+3,697
| +32% | +$234K | 0.07% | 216 |
|
|
2024
Q2 | $644K | Sell |
11,718
-229
| -2% | -$12.6K | 0.05% | 250 |
|
|
2024
Q1 | $721K | Sell |
11,947
-57
| -0.5% | -$3.44K | 0.06% | 230 |
|
|
2023
Q4 | $776K | Sell |
12,004
-83
| -0.7% | -$5.36K | 0.07% | 210 |
|
|
2023
Q3 | $728K | Hold |
12,087
| – | – | 0.08% | 194 |
|
|
2023
Q2 | $750K | Sell |
12,087
-567
| -4% | -$35.2K | 0.08% | 188 |
|
|
2023
Q1 | $758K | Buy |
12,654
+194
| +2% | +$11.6K | 0.08% | 191 |
|
|
2022
Q4 | $807K | Buy |
+12,460
| New | +$807K | 0.09% | 183 |
|