Delta Financial Advisors’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 |
-24,411
| Closed | -$1.54M | – | 114 |
|
|
2024
Q3 | $1.54M | Sell |
24,411
-500
| -2% | -$31.6K | 0.56% | 55 |
|
|
2024
Q2 | $1.37M | Sell |
24,911
-670
| -3% | -$36.8K | 0.53% | 59 |
|
|
2024
Q1 | $1.54M | Sell |
25,581
-1,600
| -6% | -$96.6K | 0.61% | 57 |
|
|
2023
Q4 | $1.76M | Sell |
27,181
-640
| -2% | -$41.4K | 0.76% | 46 |
|
|
2023
Q3 | $1.68M | Sell |
27,821
-421
| -1% | -$25.4K | 0.76% | 50 |
|
|
2023
Q2 | $1.75M | Sell |
28,242
-355
| -1% | -$22K | 0.77% | 48 |
|
|
2023
Q1 | $1.71M | Sell |
28,597
-655
| -2% | -$39.2K | 0.83% | 46 |
|
|
2022
Q4 | $1.89M | Sell |
29,252
-100
| -0.3% | -$6.48K | 0.92% | 39 |
|
|
2022
Q3 | $1.8M | Sell |
29,352
-550
| -2% | -$33.7K | 0.96% | 39 |
|
|
2022
Q2 | $1.96M | Sell |
29,902
-70
| -0.2% | -$4.59K | 0.98% | 38 |
|
|
2022
Q1 | $2.38M | Sell |
29,972
-15
| -0.1% | -$1.19K | 1.02% | 33 |
|
|
2021
Q4 | $2.3M | Hold |
29,987
| – | – | 0.94% | 35 |
|
|
2021
Q3 | $1.98M | Sell |
29,987
-860
| -3% | -$56.9K | 0.88% | 39 |
|
|
2021
Q2 | $2.16M | Hold |
30,847
| – | – | 0.95% | 37 |
|
|
2021
Q1 | $2.01M | Hold |
30,847
| – | – | 0.94% | 38 |
|
|
2020
Q4 | $1.74M | Sell |
30,847
-500
| -2% | -$28.2K | 0.87% | 44 |
|
|
2020
Q3 | $1.45M | Sell |
31,347
-1,135
| -3% | -$52.5K | 0.8% | 51 |
|
|
2020
Q2 | $1.45M | Sell |
32,482
-1,505
| -4% | -$67.1K | 0.85% | 50 |
|
|
2020
Q1 | $1.44M | Sell |
33,987
-2,230
| -6% | -$94.5K | 0.99% | 39 |
|
|
2019
Q4 | $2.03M | Sell |
36,217
-400
| -1% | -$22.5K | 0.8% | 52 |
|
|
2019
Q3 | $2.13M | Buy |
36,617
+775
| +2% | +$45.1K | 0.86% | 48 |
|
|
2019
Q2 | $2.09M | Buy |
+35,842
| New | +$2.09M | 0.86% | 46 |
|