Girard Partners’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
Q2 | $3.14M | Hold |
57,209
| – | – | 0.3% | 67 |
|
|
2024
Q1 | $3.45M | Hold |
57,209
| – | – | 0.33% | 67 |
|
|
2023
Q4 | $3.7M | Hold |
57,209
| – | – | 0.38% | 58 |
|
|
2023
Q3 | $3.45M | Buy |
57,209
+21
| +0% | +$1.27K | 0.39% | 58 |
|
|
2023
Q2 | $3.55M | Buy |
57,188
+22
| +0% | +$1.36K | 0.37% | 61 |
|
|
2023
Q1 | $3.42M | Buy |
57,166
+19
| +0% | +$1.14K | 0.38% | 63 |
|
|
2022
Q4 | $3.7M | Sell |
57,147
-1,782
| -3% | -$115K | 0.42% | 62 |
|
|
2022
Q3 | $3.61M | Buy |
58,929
+19
| +0% | +$1.17K | 0.48% | 55 |
|
|
2022
Q2 | $3.86M | Buy |
58,910
+17
| +0% | +$1.12K | 0.49% | 56 |
|
|
2022
Q1 | $4.68M | Sell |
58,893
-5,786
| -9% | -$459K | 0.51% | 55 |
|
|
2021
Q4 | $4.96M | Buy |
+64,679
| New | +$4.96M | 0.54% | 59 |
|
|
2020
Q2 | – | Sell |
-5,130
| Closed | -$217K | – | 216 |
|
|
2020
Q1 | $217K | Sell |
5,130
-308
| -6% | -$13K | 0.04% | 196 |
|
|
2019
Q4 | $305K | Sell |
5,438
-810
| -13% | -$45.4K | 0.05% | 191 |
|
|
2019
Q3 | $364K | Sell |
6,248
-1,024
| -14% | -$59.7K | 0.07% | 162 |
|
|
2019
Q2 | $424K | Buy |
7,272
+15
| +0.2% | +$875 | 0.07% | 164 |
|
|
2019
Q1 | $394K | Hold |
7,257
| – | – | 0.07% | 167 |
|
|
2018
Q4 | $360K | Buy |
7,257
+50
| +0.7% | +$2.48K | 0.08% | 167 |
|
|
2018
Q3 | $438K | Hold |
7,207
| – | – | 0.08% | 161 |
|
|
2018
Q2 | $417K | Hold |
7,207
| – | – | 0.08% | 185 |
|
|
2018
Q1 | $410K | Sell |
7,207
-563
| -7% | -$32K | 0.1% | 164 |
|
|
2017
Q4 | $455K | Sell |
7,770
-1,795
| -19% | -$105K | 0.09% | 178 |
|
|
2017
Q3 | $538K | Buy |
9,565
+5,455
| +133% | +$307K | 0.11% | 152 |
|
|
2017
Q2 | $207K | Buy |
+4,110
| New | +$207K | 0.04% | 250 |
|
|
2015
Q1 | – | Sell |
-5,667
| Closed | -$271K | – | 148 |
|
|
2014
Q4 | $271K | Buy |
5,667
+77
| +1% | +$3.68K | 0.17% | 117 |
|
|
2014
Q3 | $276K | Sell |
5,590
-38
| -0.7% | -$1.88K | 0.18% | 120 |
|
|
2014
Q2 | $289K | Sell |
5,628
-2,869
| -34% | -$147K | 0.2% | 111 |
|
|
2014
Q1 | $399K | Buy |
8,497
+41
| +0.5% | +$1.93K | 0.28% | 84 |
|
|
2013
Q4 | $398K | Buy |
+8,456
| New | +$398K | 0.32% | 76 |
|