Financial Architects (New Jersey)’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $329K | Sell |
5,302
-208
| -4% | -$12.9K | 0.05% | 250 |
|
|
2023
Q1 | $330K | Hold |
5,510
| – | – | 0.05% | 250 |
|
|
2022
Q4 | $357K | Sell |
5,510
-331
| -6% | -$21.4K | 0.06% | 250 |
|
|
2022
Q3 | $358K | Buy |
+5,841
| New | +$358K | 0.06% | 232 |
|
|
2022
Q2 | – | Sell |
-5,836
| Closed | -$463K | – | 256 |
|
|
2022
Q1 | $463K | Sell |
5,836
-270
| -4% | -$21.4K | 0.07% | 206 |
|
|
2021
Q4 | $468K | Buy |
6,106
+365
| +6% | +$28K | 0.06% | 214 |
|
|
2021
Q3 | $380K | Hold |
5,741
| – | – | 0.06% | 232 |
|
|
2021
Q2 | $402K | Sell |
5,741
-207
| -3% | -$14.5K | 0.06% | 229 |
|
|
2021
Q1 | $388K | Sell |
5,948
-85
| -1% | -$5.55K | 0.06% | 226 |
|
|
2020
Q4 | $340K | Sell |
6,033
-500
| -8% | -$28.2K | 0.06% | 209 |
|
|
2020
Q3 | $302K | Sell |
6,533
-958
| -13% | -$44.3K | 0.07% | 198 |
|
|
2020
Q2 | $334K | Sell |
7,491
-500
| -6% | -$22.3K | 0.08% | 174 |
|
|
2020
Q1 | $339K | Sell |
7,991
-529
| -6% | -$22.4K | 0.09% | 156 |
|
|
2019
Q4 | $478K | Buy |
8,520
+190
| +2% | +$10.7K | 0.1% | 148 |
|
|
2019
Q3 | $485K | Sell |
8,330
-371
| -4% | -$21.6K | 0.11% | 140 |
|
|
2019
Q2 | $508K | Sell |
8,701
-244
| -3% | -$14.2K | 0.09% | 147 |
|
|
2019
Q1 | $486K | Buy |
8,945
+118
| +1% | +$6.41K | 0.08% | 163 |
|
|
2018
Q4 | $439K | Hold |
8,827
| – | – | 0.08% | 154 |
|
|
2018
Q3 | $537K | Sell |
8,827
-500
| -5% | -$30.4K | 0.09% | 158 |
|
|
2018
Q2 | $540K | Buy |
9,327
+254
| +3% | +$14.7K | 0.1% | 155 |
|
|
2018
Q1 | $516K | Sell |
9,073
-300
| -3% | -$17.1K | 0.1% | 143 |
|
|
2017
Q4 | $549K | Sell |
9,373
-568
| -6% | -$33.3K | 0.09% | 144 |
|
|
2017
Q3 | $559K | Hold |
9,941
| – | – | 0.1% | 142 |
|
|
2017
Q2 | $501K | Sell |
9,941
-665
| -6% | -$33.5K | 0.09% | 147 |
|
|
2017
Q1 | $531K | Sell |
10,606
-400
| -4% | -$20K | 0.09% | 145 |
|
|
2016
Q4 | $543K | Sell |
11,006
-350
| -3% | -$17.3K | 0.13% | 137 |
|
|
2016
Q3 | $504K | Sell |
11,356
-260
| -2% | -$11.5K | 0.14% | 132 |
|
|
2016
Q2 | $499K | Sell |
11,616
-404
| -3% | -$17.4K | 0.14% | 128 |
|
|
2016
Q1 | $518K | Sell |
12,020
-1,063
| -8% | -$45.8K | 0.19% | 105 |
|
|
2015
Q4 | $512K | Sell |
13,083
-1,664
| -11% | -$65.1K | 0.21% | 108 |
|
|
2015
Q3 | $581K | Sell |
14,747
-160
| -1% | -$6.3K | 0.25% | 93 |
|
|
2015
Q2 | $634K | Sell |
14,907
-1,000
| -6% | -$42.5K | 0.23% | 82 |
|
|
2015
Q1 | $682K | Sell |
15,907
-700
| -4% | -$30K | 0.26% | 74 |
|
|
2014
Q4 | $793K | Buy |
16,607
+277
| +2% | +$13.2K | 0.35% | 64 |
|
|
2014
Q3 | $807K | Sell |
16,330
-1,148
| -7% | -$56.7K | 0.4% | 56 |
|
|
2014
Q2 | $899K | Buy |
17,478
+100
| +0.6% | +$5.14K | 0.43% | 53 |
|
|
2014
Q1 | $816K | Sell |
17,378
-1,500
| -8% | -$70.4K | 0.49% | 50 |
|
|
2013
Q4 | $890K | Buy |
18,878
+3,170
| +20% | +$149K | 0.52% | 50 |
|
|
2013
Q3 | $706K | Sell |
15,708
-1,468
| -9% | -$66K | 0.46% | 50 |
|
|
2013
Q2 | $691K | Buy |
+17,176
| New | +$691K | 0.51% | 46 |
|