Family Management’s Toronto Dominion Bank TD Stock Holding History

Family Management’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,500	Closed	-$680K	–	173
2022 Q4	$680K	Hold	10,500	–	–	0.17%	74
2022 Q3	$644K	Hold	10,500	–	–	0.17%	75
2022 Q2	$689K	Buy	+10,500	New	+$763K	0.2%	77
2020 Q2	–	Sell	-7,115	Closed	-$302K	–	174
2020 Q1	$302K	Buy	+7,115	New	+$365K	0.15%	94
2018 Q1	–	Sell	-76,862	Closed	-$4.5M	–	70
2017 Q4	$4.5M	Sell	76,862 -1,445	-2%	-$82.6K	3.14%	14
2017 Q3	$4.41M	Sell	78,307 -1,565	-2%	-$82.2K	3.02%	13
2017 Q2	$4.02M	Buy	79,872 +8,935	+13%	+$431K	2.77%	19
2017 Q1	$3.55M	Sell	70,937 -1,813	-2%	-$92.6K	2.45%	19
2016 Q4	$3.59M	Sell	72,750 -2,775	-4%	-$130K	2.46%	18
2016 Q3	$3.35M	Buy	75,525 +150	+0.2%	+$6.57K	1.9%	22
2016 Q2	$3.24M	Buy	+75,375	New	+$3.28M	1.83%	22

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Bank of America

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CIBC World Market

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TD Asset Management

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Bank of Nova Scotia

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Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return