First Affirmative Financial Network’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
Q1 | $440K | Sell |
7,338
-1,229
| -14% | -$73.7K | 0.27% | 103 |
|
|
2024
Q4 | $456K | Sell |
8,567
-739
| -8% | -$39.3K | 0.26% | 99 |
|
|
2024
Q3 | $589K | Sell |
9,306
-814
| -8% | -$51.5K | 0.32% | 82 |
|
|
2024
Q2 | $556K | Buy |
10,120
+190
| +2% | +$10.4K | 0.39% | 65 |
|
|
2024
Q1 | $600K | Buy |
9,930
+929
| +10% | +$56.1K | 0.44% | 52 |
|
|
2023
Q4 | $582K | Buy |
9,001
+471
| +6% | +$30.4K | 0.46% | 50 |
|
|
2023
Q3 | $514K | Buy |
8,530
+1,750
| +26% | +$105K | 0.5% | 49 |
|
|
2023
Q2 | $420K | Buy |
6,780
+2,586
| +62% | +$160K | 0.42% | 67 |
|
|
2023
Q1 | $251K | Buy |
4,194
+617
| +17% | +$37K | 0.29% | 106 |
|
|
2022
Q4 | $232K | Buy |
+3,577
| New | +$232K | 0.28% | 120 |
|