Edgestream Partners’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
+4,644
| New | +$341K | 0.01% | 776 |
|
|
2024
Q4 | – | Sell |
-3,629
| Closed | -$230K | – | 1081 |
|
|
2024
Q3 | $230K | Buy |
+3,629
| New | +$230K | 0.01% | 795 |
|
|
2024
Q1 | – | Sell |
-4,412
| Closed | -$285K | – | 1013 |
|
|
2023
Q4 | $285K | Buy |
+4,412
| New | +$285K | 0.02% | 731 |
|
|
2023
Q3 | – | Sell |
-3,448
| Closed | -$214K | – | 967 |
|
|
2023
Q2 | $214K | Buy |
+3,448
| New | +$214K | 0.02% | 687 |
|
|
2022
Q3 | – | Sell |
-27,570
| Closed | -$1.81M | – | 605 |
|
|
2022
Q2 | $1.81M | Sell |
27,570
-15,775
| -36% | -$1.03M | 0.14% | 225 |
|
|
2022
Q1 | $3.44M | Buy |
43,345
+33,430
| +337% | +$2.65M | 0.27% | 120 |
|
|
2021
Q4 | $760K | Sell |
9,915
-26,456
| -73% | -$2.03M | 0.05% | 349 |
|
|
2021
Q3 | $2.41M | Buy |
+36,371
| New | +$2.41M | 0.15% | 211 |
|
|
2021
Q1 | – | Sell |
-15,716
| Closed | -$887K | – | 444 |
|
|
2020
Q4 | $887K | Sell |
15,716
-50,172
| -76% | -$2.83M | 0.04% | 297 |
|
|
2020
Q3 | $3.05M | Buy |
+65,888
| New | +$3.05M | 0.2% | 156 |
|
|
2018
Q3 | – | Sell |
-7,131
| Closed | -$413K | – | 331 |
|
|
2018
Q2 | $413K | Buy |
+7,131
| New | +$413K | 0.08% | 206 |
|