Farther Finance Advisors’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 | $152K | Sell |
2,063
-756
| -27% | -$55.5K | ﹤0.01% | 1530 |
|
2025
Q1 | $167K | Buy |
2,819
+842
| +43% | +$50K | ﹤0.01% | 1298 |
|
2024
Q4 | $105K | Buy |
1,977
+29
| +1% | +$1.54K | ﹤0.01% | 1293 |
|
2024
Q3 | $123K | Sell |
1,948
-48
| -2% | -$3.04K | ﹤0.01% | 1209 |
|
2024
Q2 | $109K | Sell |
1,996
-273
| -12% | -$14.9K | 0.01% | 1103 |
|
2024
Q1 | $137K | Buy |
2,269
+213
| +10% | +$12.8K | 0.01% | 837 |
|
2023
Q4 | $133K | Buy |
2,056
+767
| +60% | +$49.6K | 0.01% | 695 |
|
2023
Q3 | $77.7K | Buy |
1,289
+62
| +5% | +$3.74K | 0.01% | 644 |
|
2023
Q2 | $76.1K | Hold |
1,227
| – | – | 0.02% | 548 |
|
2023
Q1 | $73.5K | Buy |
1,227
+963
| +365% | +$57.7K | 0.02% | 496 |
|
2022
Q4 | $17.1K | Buy |
+264
| New | +$17.1K | 0.01% | 781 |
|