Eagle Ridge Investment 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 | $6.14M | Sell |
115,359
-29,969
| -21% | -$1.6M | 0.54% | 46 |
|
2024
Q3 | $9.19M | Buy |
145,328
+7,182
| +5% | +$454K | 0.81% | 44 |
|
2024
Q2 | $7.59M | Buy |
138,146
+4,128
| +3% | +$227K | 0.7% | 48 |
|
2024
Q1 | $8.09M | Buy |
134,018
+4,581
| +4% | +$277K | 0.75% | 48 |
|
2023
Q4 | $8.36M | Buy |
129,437
+335
| +0.3% | +$21.6K | 0.82% | 48 |
|
2023
Q3 | $7.78M | Sell |
129,102
-225
| -0.2% | -$13.6K | 0.85% | 48 |
|
2023
Q2 | $8.02M | Buy |
129,327
+6,615
| +5% | +$410K | 0.84% | 48 |
|
2023
Q1 | $7.35M | Buy |
122,712
+5,405
| +5% | +$324K | 0.83% | 49 |
|
2022
Q4 | $7.6M | Buy |
117,307
+2,715
| +2% | +$176K | 0.89% | 50 |
|
2022
Q3 | $7.03M | Buy |
114,592
+5,406
| +5% | +$332K | 0.88% | 52 |
|
2022
Q2 | $7.16M | Buy |
109,186
+2,642
| +2% | +$173K | 0.86% | 53 |
|
2022
Q1 | $8.46M | Sell |
106,544
-587
| -0.5% | -$46.6K | 0.9% | 49 |
|
2021
Q4 | $8.22M | Buy |
107,131
+1,191
| +1% | +$91.3K | 0.86% | 51 |
|
2021
Q3 | $7.01M | Buy |
105,940
+3,781
| +4% | +$250K | 0.78% | 51 |
|
2021
Q2 | $7.16M | Buy |
102,159
+449
| +0.4% | +$31.5K | 0.83% | 49 |
|
2021
Q1 | $6.63M | Buy |
101,710
+3,654
| +4% | +$238K | 0.8% | 50 |
|
2020
Q4 | $5.53M | Buy |
98,056
+2,428
| +3% | +$137K | 0.7% | 53 |
|
2020
Q3 | $4.42M | Buy |
95,628
+2,748
| +3% | +$127K | 0.62% | 52 |
|
2020
Q2 | $4.14M | Sell |
92,880
-387
| -0.4% | -$17.3K | 0.63% | 51 |
|
2020
Q1 | $3.95M | Buy |
93,267
+4,221
| +5% | +$179K | 0.69% | 49 |
|
2019
Q4 | $5M | Buy |
89,046
+3,925
| +5% | +$220K | 0.67% | 55 |
|
2019
Q3 | $4.96M | Buy |
85,121
+627
| +0.7% | +$36.5K | 0.72% | 55 |
|
2019
Q2 | $4.93M | Buy |
84,494
+230
| +0.3% | +$13.4K | 0.72% | 54 |
|
2019
Q1 | $4.58M | Sell |
84,264
-127
| -0.2% | -$6.9K | 0.67% | 55 |
|
2018
Q4 | $4.2M | Sell |
84,391
-313
| -0.4% | -$15.6K | 0.71% | 54 |
|
2018
Q3 | $5.15M | Sell |
84,704
-151
| -0.2% | -$9.18K | 0.74% | 56 |
|
2018
Q2 | $4.91M | Buy |
84,855
+897
| +1% | +$51.9K | 0.74% | 54 |
|
2018
Q1 | $4.77M | Buy |
83,958
+3,036
| +4% | +$173K | 0.74% | 55 |
|
2017
Q4 | $4.74M | Sell |
80,922
-3,044
| -4% | -$178K | 0.73% | 55 |
|
2017
Q3 | $4.73M | Sell |
83,966
-1,804
| -2% | -$102K | 0.78% | 55 |
|
2017
Q2 | $4.32M | Buy |
85,770
+1,257
| +1% | +$63.3K | 0.82% | 58 |
|
2017
Q1 | $4.23M | Buy |
84,513
+5,078
| +6% | +$254K | 0.83% | 59 |
|
2016
Q4 | $3.92M | Buy |
79,435
+1,410
| +2% | +$69.6K | 0.81% | 60 |
|
2016
Q3 | $3.46M | Buy |
78,025
+895
| +1% | +$39.7K | 0.77% | 59 |
|
2016
Q2 | $3.31M | Buy |
77,130
+270
| +0.4% | +$11.6K | 0.76% | 60 |
|
2016
Q1 | $3.32M | Buy |
76,860
+960
| +1% | +$41.4K | 0.78% | 64 |
|
2015
Q4 | $2.97M | Buy |
75,900
+730
| +1% | +$28.6K | 0.71% | 65 |
|
2015
Q3 | $2.96M | Buy |
+75,170
| New | +$2.96M | 0.76% | 61 |
|