Dynamic Advisor Solutions’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,614
| Closed | -$399K | – | 989 |
|
|
2024
Q1 | $399K | Sell |
6,614
-19
| -0.3% | -$1.15K | 0.01% | 662 |
|
|
2023
Q4 | $427K | Buy |
6,633
+114
| +2% | +$7.34K | 0.02% | 613 |
|
|
2023
Q3 | $393K | Buy |
+6,519
| New | +$393K | 0.02% | 582 |
|
|
2021
Q4 | – | Sell |
-3,134
| Closed | -$207K | – | 784 |
|
|
2021
Q3 | $207K | Sell |
3,134
-114
| -4% | -$7.53K | 0.02% | 688 |
|
|
2021
Q2 | $228K | Sell |
3,248
-218
| -6% | -$15.3K | 0.02% | 633 |
|
|
2021
Q1 | $226K | Buy |
+3,466
| New | +$226K | 0.02% | 579 |
|
|
2019
Q4 | – | Sell |
-3,771
| Closed | -$220K | – | 583 |
|
|
2019
Q3 | $220K | Buy |
+3,771
| New | +$220K | 0.03% | 445 |
|