Dorchester Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $15.8M | Sell |
302,234
-812
| -0.3% | -$42.5K | 3.16% | 4 |
|
2024
Q3 | $18.9M | Sell |
303,046
-905
| -0.3% | -$56.4K | 3.44% | 2 |
|
2024
Q2 | $16.5M | Sell |
303,951
-17,957
| -6% | -$973K | 3.18% | 4 |
|
2024
Q1 | $19.2M | Sell |
321,908
-2,830
| -0.9% | -$169K | 3.45% | 3 |
|
2023
Q4 | $20.7M | Buy |
324,738
+1,565
| +0.5% | +$100K | 3.84% | 3 |
|
2023
Q3 | $19.3M | Buy |
323,173
+16,490
| +5% | +$985K | 3.9% | 3 |
|
2023
Q2 | $18.8M | Sell |
306,683
-1,045
| -0.3% | -$64.2K | 3.83% | 3 |
|
2023
Q1 | $18.2M | Buy |
307,728
+42,863
| +16% | +$2.54M | 3.76% | 3 |
|
2022
Q4 | $17M | Sell |
264,865
-38,809
| -13% | -$2.49M | 4.03% | 2 |
|
2022
Q3 | $18.6M | Buy |
303,674
+115
| +0% | +$7.05K | 4.1% | 3 |
|
2022
Q2 | $19.9M | Buy |
303,559
+47,362
| +18% | +$3.1M | 3.96% | 3 |
|
2022
Q1 | $20.4M | Sell |
256,197
-7,346
| -3% | -$584K | 3.26% | 5 |
|
2021
Q4 | $20.2M | Sell |
263,543
-7,258
| -3% | -$555K | 4% | 4 |
|
2021
Q3 | $17.8M | Sell |
270,801
-21,349
| -7% | -$1.4M | 4.39% | 4 |
|
2021
Q2 | $20.5M | Sell |
292,150
-7,340
| -2% | -$514K | 4.69% | 3 |
|
2021
Q1 | $19.5M | Sell |
299,490
-4,283
| -1% | -$279K | 4.84% | 3 |
|
2020
Q4 | $17.2M | Sell |
303,773
-1,986
| -0.6% | -$112K | 4.54% | 3 |
|
2020
Q3 | $14.1M | Buy |
305,759
+4,289
| +1% | +$198K | 4.37% | 3 |
|
2020
Q2 | $13.4M | Sell |
301,470
-4,159
| -1% | -$185K | 4.25% | 4 |
|
2020
Q1 | $12.9M | Buy |
305,629
+4,939
| +2% | +$208K | 4.77% | 3 |
|
2019
Q4 | $16.9M | Buy |
300,690
+1,027
| +0.3% | +$57.6K | 4.69% | 3 |
|
2019
Q3 | $17.5M | Sell |
299,663
-3,124
| -1% | -$182K | 5.14% | 3 |
|
2019
Q2 | $17.7M | Sell |
302,787
-4,936
| -2% | -$289K | 5.24% | 2 |
|
2019
Q1 | $16.7M | Sell |
307,723
-6,814
| -2% | -$370K | 5.09% | 3 |
|
2018
Q4 | $15.6M | Buy |
314,537
+15,869
| +5% | +$789K | 5.45% | 3 |
|
2018
Q3 | $18.1M | Buy |
298,668
+38,749
| +15% | +$2.35M | 5.62% | 2 |
|
2018
Q2 | $15M | Sell |
259,919
-5,707
| -2% | -$330K | 4.94% | 3 |
|
2018
Q1 | $15.1M | Sell |
265,626
-6,034
| -2% | -$342K | 5.07% | 3 |
|
2017
Q4 | $15.9M | Sell |
271,660
-3,744
| -1% | -$220K | 5.04% | 3 |
|
2017
Q3 | $15.5M | Buy |
275,404
+1,681
| +0.6% | +$94.6K | 4.98% | 3 |
|
2017
Q2 | $13.8M | Buy |
273,723
+1,590
| +0.6% | +$80.1K | 4.75% | 3 |
|
2017
Q1 | $13.6M | Sell |
272,133
-4,311
| -2% | -$216K | 4.74% | 3 |
|
2016
Q4 | $13.6M | Sell |
276,444
-5,133
| -2% | -$253K | 4.97% | 3 |
|
2016
Q3 | $12.5M | Sell |
281,577
-4,962
| -2% | -$220K | 4.65% | 3 |
|
2016
Q2 | $12.3M | Buy |
286,539
+57
| +0% | +$2.45K | 4.57% | 3 |
|
2016
Q1 | $12.4M | Buy |
286,482
+758
| +0.3% | +$32.7K | 4.68% | 3 |
|
2015
Q4 | $11.2M | Sell |
285,724
-2,821
| -1% | -$111K | 4.65% | 3 |
|
2015
Q3 | $11.4M | Sell |
288,545
-4,687
| -2% | -$185K | 4.2% | 3 |
|
2015
Q2 | $12.5M | Buy |
+293,232
| New | +$12.5M | 4.11% | 4 |
|