FineMark National Bank & Trust’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 | $534K | Hold |
7,268
| – | – | 0.02% | 292 |
|
|
2025
Q1 | $436K | Hold |
7,268
| – | – | 0.02% | 306 |
|
|
2024
Q4 | $387K | Sell |
7,268
-99
| -1% | -$5.27K | 0.01% | 316 |
|
|
2024
Q3 | $466K | Buy |
7,367
+99
| +1% | +$6.26K | 0.02% | 292 |
|
|
2024
Q2 | $399K | Hold |
7,268
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $439K | Buy |
7,268
+450
| +7% | +$27.2K | 0.02% | 295 |
|
|
2023
Q4 | $441K | Sell |
6,818
-2,301
| -25% | -$149K | 0.02% | 289 |
|
|
2023
Q3 | $550K | Buy |
9,119
+27
| +0.3% | +$1.63K | 0.02% | 260 |
|
|
2023
Q2 | $564K | Hold |
9,092
| – | – | 0.02% | 265 |
|
|
2023
Q1 | $545K | Buy |
9,092
+103
| +1% | +$6.17K | 0.02% | 261 |
|
|
2022
Q4 | $582K | Sell |
8,989
-158
| -2% | -$10.2K | 0.03% | 247 |
|
|
2022
Q3 | $561K | Buy |
9,147
+100
| +1% | +$6.13K | 0.03% | 242 |
|
|
2022
Q2 | $593K | Sell |
9,047
-981
| -10% | -$64.3K | 0.03% | 256 |
|
|
2022
Q1 | $796K | Buy |
10,028
+658
| +7% | +$52.2K | 0.03% | 235 |
|
|
2021
Q4 | $718K | Hold |
9,370
| – | – | 0.03% | 251 |
|
|
2021
Q3 | $620K | Hold |
9,370
| – | – | 0.03% | 262 |
|
|
2021
Q2 | $656K | Sell |
9,370
-150
| -2% | -$10.5K | 0.03% | 263 |
|
|
2021
Q1 | $621K | Hold |
9,520
| – | – | 0.03% | 258 |
|
|
2020
Q4 | $537K | Sell |
9,520
-67
| -0.7% | -$3.78K | 0.02% | 257 |
|
|
2020
Q3 | $443K | Hold |
9,587
| – | – | 0.02% | 254 |
|
|
2020
Q2 | $428K | Hold |
9,587
| – | – | 0.02% | 251 |
|
|
2020
Q1 | $406K | Sell |
9,587
-112
| -1% | -$4.74K | 0.03% | 241 |
|
|
2019
Q4 | $544K | Buy |
9,699
+129
| +1% | +$7.24K | 0.03% | 241 |
|
|
2019
Q3 | $558K | Hold |
9,570
| – | – | 0.03% | 235 |
|
|
2019
Q2 | $559K | Buy |
9,570
+50
| +0.5% | +$2.92K | 0.03% | 231 |
|
|
2019
Q1 | $517K | Sell |
9,520
-27
| -0.3% | -$1.47K | 0.03% | 222 |
|
|
2018
Q4 | $475K | Buy |
9,547
+27
| +0.3% | +$1.34K | 0.03% | 236 |
|
|
2018
Q3 | $579K | Sell |
9,520
-791
| -8% | -$48.1K | 0.04% | 207 |
|
|
2018
Q2 | $597K | Hold |
10,311
| – | – | 0.04% | 234 |
|
|
2018
Q1 | $586K | Buy |
10,311
+765
| +8% | +$43.5K | 0.04% | 227 |
|
|
2017
Q4 | $559K | Sell |
9,546
-3,678
| -28% | -$215K | 0.04% | 219 |
|
|
2017
Q3 | $744K | Buy |
13,224
+2,535
| +24% | +$143K | 0.05% | 182 |
|
|
2017
Q2 | $539K | Buy |
10,689
+1,143
| +12% | +$57.6K | 0.04% | 211 |
|
|
2017
Q1 | $478K | Sell |
9,546
-3,525
| -27% | -$177K | 0.04% | 228 |
|
|
2016
Q4 | $645K | Buy |
13,071
+3,525
| +37% | +$174K | 0.05% | 182 |
|
|
2016
Q3 | $424K | Hold |
9,546
| – | – | 0.05% | 234 |
|
|
2016
Q2 | $410K | Hold |
9,546
| – | – | 0.05% | 237 |
|
|
2016
Q1 | $412K | Hold |
9,546
| – | – | 0.05% | 225 |
|
|
2015
Q4 | $374K | Hold |
9,546
| – | – | 0.04% | 234 |
|
|
2015
Q3 | $376K | Hold |
9,546
| – | – | 0.05% | 238 |
|
|
2015
Q2 | $406K | Hold |
9,546
| – | – | 0.05% | 238 |
|
|
2015
Q1 | $409K | Sell |
9,546
-40
| -0.4% | -$1.71K | 0.06% | 241 |
|
|
2014
Q4 | $458K | Buy |
9,586
+40
| +0.4% | +$1.91K | 0.07% | 225 |
|
|
2014
Q3 | $471K | Hold |
9,546
| – | – | 0.08% | 206 |
|
|
2014
Q2 | $490K | Hold |
9,546
| – | – | 0.08% | 197 |
|
|
2014
Q1 | $448K | Hold |
9,546
| – | – | 0.08% | 190 |
|
|
2013
Q4 | $450K | Hold |
9,546
| – | – | 0.09% | 187 |
|
|
2013
Q3 | $429K | Buy |
9,546
+5,816
| +156% | +$261K | 0.11% | 179 |
|
|
2013
Q2 | $150K | Buy |
+3,730
| New | +$150K | 0.05% | 320 |
|