EverSource Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Buy |
627
+116
| +23% | +$8.52K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $30.6K | Sell |
511
-468
| -48% | -$28.1K | ﹤0.01% | 1465 |
|
|
2024
Q4 | $52.1K | Sell |
979
-72
| -7% | -$3.83K | ﹤0.01% | 1173 |
|
|
2024
Q3 | $66.5K | Buy |
1,051
+136
| +15% | +$8.6K | ﹤0.01% | 940 |
|
|
2024
Q2 | $54K | Sell |
915
-83
| -8% | -$4.9K | ﹤0.01% | 1050 |
|
|
2024
Q1 | $59.2K | Buy |
998
+1
| +0.1% | +$59 | ﹤0.01% | 907 |
|
|
2023
Q4 | $64.4K | Buy |
997
+736
| +282% | +$47.6K | 0.01% | 803 |
|
|
2023
Q3 | $15.7K | Buy |
261
+24
| +10% | +$1.45K | ﹤0.01% | 1219 |
|
|
2023
Q2 | $14.7K | Buy |
237
+198
| +508% | +$12.3K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $2.34K | Sell |
39
-637
| -94% | -$38.2K | ﹤0.01% | 1890 |
|
|
2022
Q4 | $43.8K | Buy |
676
+315
| +87% | +$20.4K | 0.01% | 810 |
|
|
2022
Q3 | $22K | Buy |
361
+8
| +2% | +$488 | 0.01% | 876 |
|
|
2022
Q2 | $23K | Hold |
353
| – | – | 0.01% | 797 |
|
|
2022
Q1 | $28K | Hold |
353
| – | – | 0.01% | 592 |
|
|
2021
Q4 | $27K | Buy |
+353
| New | +$27K | 0.01% | 572 |
|