First Trust Direct Indexing’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,049
| Closed | -$1.02M | – | 818 |
|
|
2024
Q3 | $1.02M | Buy |
16,049
+3,730
| +30% | +$236K | 0.05% | 340 |
|
|
2024
Q2 | $677K | Sell |
12,319
-568
| -4% | -$31.2K | 0.04% | 419 |
|
|
2024
Q1 | $778K | Buy |
12,887
+845
| +7% | +$51K | 0.06% | 354 |
|
|
2023
Q4 | $778K | Buy |
12,042
+1,702
| +16% | +$110K | 0.07% | 326 |
|
|
2023
Q3 | $623K | Buy |
10,340
+318
| +3% | +$19.2K | 0.07% | 329 |
|
|
2023
Q2 | $621K | Sell |
10,022
-1,697
| -14% | -$105K | 0.07% | 340 |
|
|
2023
Q1 | $702K | Sell |
11,719
-473
| -4% | -$28.3K | 0.08% | 305 |
|
|
2022
Q4 | $790K | Sell |
12,192
-162
| -1% | -$10.5K | 0.1% | 260 |
|
|
2022
Q3 | $758K | Buy |
12,354
+354
| +3% | +$21.7K | 0.11% | 242 |
|
|
2022
Q2 | $787K | Buy |
12,000
+390
| +3% | +$25.6K | 0.11% | 242 |
|
|
2022
Q1 | $922K | Buy |
11,610
+585
| +5% | +$46.5K | 0.11% | 234 |
|
|
2021
Q4 | $845K | Buy |
11,025
+81
| +0.7% | +$6.21K | 0.11% | 225 |
|
|
2021
Q3 | $724K | Buy |
10,944
+938
| +9% | +$62.1K | 0.1% | 250 |
|
|
2021
Q2 | $701K | Buy |
10,006
+3,991
| +66% | +$280K | 0.1% | 253 |
|
|
2021
Q1 | $392K | Sell |
6,015
-580
| -9% | -$37.8K | 0.1% | 260 |
|
|
2020
Q4 | $372K | Buy |
+6,595
| New | +$372K | 0.1% | 250 |
|