EFS
Essex Financial Services’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
7,695
+2
| +0% | +$147 | 0.04% | 381 |
|
|
2025
Q1 | $461K | Buy |
7,693
+25
| +0.3% | +$1.5K | 0.03% | 402 |
|
|
2024
Q4 | $408K | Buy |
7,668
+1,402
| +22% | +$74.6K | 0.03% | 421 |
|
|
2024
Q3 | $359K | Sell |
6,266
-660
| -10% | -$37.8K | 0.03% | 449 |
|
|
2024
Q2 | $393K | Buy |
6,926
+942
| +16% | +$53.4K | 0.03% | 422 |
|
|
2024
Q1 | $361K | Buy |
5,984
+165
| +3% | +$9.96K | 0.03% | 386 |
|
|
2023
Q4 | $376K | Sell |
5,819
-294
| -5% | -$19K | 0.04% | 354 |
|
|
2023
Q3 | $368K | Buy |
6,113
+6
| +0.1% | +$362 | 0.04% | 338 |
|
|
2023
Q2 | $379K | Sell |
6,107
-12
| -0.2% | -$744 | 0.04% | 324 |
|
|
2023
Q1 | $367K | Buy |
6,119
+25
| +0.4% | +$1.5K | 0.04% | 342 |
|
|
2022
Q4 | $394K | Sell |
6,094
-2,230
| -27% | -$144K | 0.04% | 322 |
|
|
2022
Q3 | $511K | Sell |
8,324
-5,730
| -41% | -$352K | 0.06% | 248 |
|
|
2022
Q2 | $922K | Buy |
14,054
+5
| +0% | +$328 | 0.1% | 188 |
|
|
2022
Q1 | $1.12M | Buy |
14,049
+254
| +2% | +$20.2K | 0.11% | 190 |
|
|
2021
Q4 | $1.06M | Sell |
13,795
-581
| -4% | -$44.6K | 0.1% | 192 |
|
|
2021
Q3 | $951K | Buy |
14,376
+109
| +0.8% | +$7.21K | 0.11% | 189 |
|
|
2021
Q2 | $930K | Hold |
14,267
| – | – | 0.13% | 163 |
|
|
2021
Q1 | $930K | Buy |
14,267
+661
| +5% | +$43.1K | 0.17% | 139 |
|
|
2020
Q4 | $768K | Buy |
13,606
+600
| +5% | +$33.9K | 0.15% | 139 |
|
|
2020
Q3 | $601K | Buy |
13,006
+2,157
| +20% | +$99.7K | 0.15% | 134 |
|
|
2020
Q2 | $484K | Sell |
10,849
-2,760
| -20% | -$123K | 0.15% | 136 |
|
|
2020
Q1 | $577K | Buy |
13,609
+501
| +4% | +$21.2K | 0.21% | 111 |
|
|
2019
Q4 | $736K | Buy |
13,108
+3,462
| +36% | +$194K | 0.2% | 114 |
|
|
2019
Q3 | $562K | Hold |
9,646
| – | – | 0.18% | 123 |
|
|
2019
Q2 | $563K | Sell |
9,646
-3,844
| -28% | -$224K | 0.17% | 127 |
|
|
2019
Q1 | $733K | Sell |
13,490
-16
| -0.1% | -$869 | 0.22% | 94 |
|
|
2018
Q4 | $672K | Sell |
13,506
-42
| -0.3% | -$2.09K | 0.21% | 103 |
|
|
2018
Q3 | $824K | Hold |
13,548
| – | – | 0.18% | 110 |
|
|
2018
Q2 | $784K | Hold |
13,548
| – | – | 0.19% | 111 |
|
|
2018
Q1 | $770K | Hold |
13,548
| – | – | 0.15% | 147 |
|
|
2017
Q4 | $794K | Buy |
13,548
+16
| +0.1% | +$938 | 0.19% | 107 |
|
|
2017
Q3 | $761K | Buy |
13,532
+386
| +3% | +$21.7K | 0.19% | 113 |
|
|
2017
Q2 | $662K | Sell |
13,146
-651
| -5% | -$32.8K | 0.14% | 159 |
|
|
2017
Q1 | $691K | Sell |
13,797
-100
| -0.7% | -$5.01K | 0.16% | 144 |
|
|
2016
Q4 | $686K | Buy |
13,897
+404
| +3% | +$19.9K | 0.15% | 142 |
|
|
2016
Q3 | $599K | Buy |
13,493
+141
| +1% | +$6.26K | 0.14% | 143 |
|
|
2016
Q2 | $573K | Sell |
13,352
-2,853
| -18% | -$122K | 0.14% | 149 |
|
|
2016
Q1 | $699K | Sell |
16,205
-12,736
| -44% | -$549K | 0.17% | 133 |
|
|
2015
Q4 | $1.13M | Buy |
28,941
+10,034
| +53% | +$393K | 0.27% | 90 |
|
|
2015
Q3 | $745K | Buy |
18,907
+419
| +2% | +$16.5K | 0.19% | 125 |
|
|
2015
Q2 | $786K | Sell |
18,488
-11,064
| -37% | -$470K | 0.2% | 126 |
|
|
2015
Q1 | $1.27M | Sell |
29,552
-576
| -2% | -$24.7K | 0.33% | 78 |
|
|
2014
Q4 | $1.44M | Buy |
30,128
+3,007
| +11% | +$144K | 0.37% | 71 |
|
|
2014
Q3 | $1.34M | Buy |
27,121
+7
| +0% | +$346 | 0.4% | 61 |
|
|
2014
Q2 | $1.39M | Buy |
27,114
+11,558
| +74% | +$594K | 0.42% | 59 |
|
|
2014
Q1 | $730K | Buy |
15,556
+13,002
| +509% | +$610K | 0.24% | 106 |
|
|
2013
Q4 | $241K | Buy |
2,554
+156
| +7% | +$14.7K | 0.08% | 236 |
|
|
2013
Q3 | $216 | Buy |
+2,398
| New | +$216 | 0.07% | 236 |
|