Doyle 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.48M | Buy |
24,089
+225
| +0.9% | +$13.8K | 0.13% | 88 |
|
2022
Q2 | $1.57M | Hold |
23,864
| – | – | 0.13% | 90 |
|
2022
Q1 | $1.9M | Buy |
23,864
+56
| +0.2% | +$4.45K | 0.14% | 86 |
|
2021
Q4 | $1.83M | Hold |
23,808
| – | – | 0.13% | 86 |
|
2021
Q3 | $1.58M | Hold |
23,808
| – | – | 0.13% | 86 |
|
2021
Q2 | $1.67M | Hold |
23,808
| – | – | 0.14% | 86 |
|
2021
Q1 | $1.55M | Hold |
23,808
| – | – | 0.15% | 86 |
|
2020
Q4 | $1.34M | Hold |
23,808
| – | – | 0.14% | 86 |
|
2020
Q3 | $1.1M | Hold |
23,808
| – | – | 0.13% | 88 |
|
2020
Q2 | $1.06M | Sell |
23,808
-228
| -0.9% | -$10.2K | 0.14% | 76 |
|
2020
Q1 | $1.02M | Hold |
24,036
| – | – | 0.16% | 68 |
|
2019
Q4 | $1.35M | Hold |
24,036
| – | – | 0.17% | 69 |
|
2019
Q3 | $1.4M | Buy |
24,036
+131
| +0.5% | +$7.63K | 0.19% | 62 |
|
2019
Q2 | $1.4M | Sell |
23,905
-1,000
| -4% | -$58.4K | 0.19% | 61 |
|
2019
Q1 | $1.38M | Hold |
24,905
| – | – | 0.2% | 60 |
|
2018
Q4 | $1.24M | Sell |
24,905
-1,600
| -6% | -$79.5K | 0.21% | 57 |
|
2018
Q3 | $1.61M | Sell |
26,505
-10,567
| -29% | -$643K | 0.25% | 56 |
|
2018
Q2 | $2.15M | Buy |
37,072
+67
| +0.2% | +$3.88K | 0.35% | 52 |
|
2018
Q1 | $2.1M | Hold |
37,005
| – | – | 0.35% | 55 |
|
2017
Q4 | $2.17M | Sell |
37,005
-1,673
| -4% | -$98K | 0.37% | 51 |
|
2017
Q3 | $2.18M | Buy |
38,678
+228
| +0.6% | +$12.8K | 0.38% | 51 |
|
2017
Q2 | $1.94M | Hold |
38,450
| – | – | 0.36% | 52 |
|
2017
Q1 | $1.93M | Buy |
+38,450
| New | +$1.93M | 0.39% | 51 |
|