Forum Financial Management’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 | $990K | Hold |
13,483
| – | – | 0.02% | 215 |
|
2025
Q1 | $808K | Sell |
13,483
-5,228
| -28% | -$313K | 0.01% | 241 |
|
2024
Q4 | $996K | Buy |
18,711
+7,313
| +64% | +$389K | 0.02% | 211 |
|
2024
Q3 | $721K | Buy |
11,398
+20
| +0.2% | +$1.27K | 0.01% | 238 |
|
2024
Q2 | $625K | Hold |
11,378
| – | – | 0.01% | 249 |
|
2024
Q1 | $687K | Hold |
11,378
| – | – | 0.01% | 251 |
|
2023
Q4 | $735K | Sell |
11,378
-472
| -4% | -$30.5K | 0.01% | 206 |
|
2023
Q3 | $714K | Sell |
11,850
-750
| -6% | -$45.2K | 0.02% | 210 |
|
2023
Q2 | $781K | Buy |
12,600
+750
| +6% | +$46.5K | 0.02% | 192 |
|
2023
Q1 | $710K | Sell |
11,850
-2
| -0% | -$120 | 0.02% | 190 |
|
2022
Q4 | $768K | Buy |
11,852
+2
| +0% | +$130 | 0.03% | 179 |
|
2022
Q3 | $727K | Sell |
11,850
-400
| -3% | -$24.5K | 0.04% | 156 |
|
2022
Q2 | $803K | Buy |
12,250
+400
| +3% | +$26.2K | 0.04% | 144 |
|
2022
Q1 | $941K | Hold |
11,850
| – | – | 0.05% | 132 |
|
2021
Q4 | $909K | Buy |
+11,850
| New | +$909K | 0.05% | 141 |
|