Glassman Wealth Services’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
Q1 | – | Sell |
-1,965
| Closed | -$127K | – | 1628 |
|
|
2023
Q4 | $127K | Buy |
1,965
+290
| +17% | +$18.7K | 0.02% | 256 |
|
|
2023
Q3 | $101K | Buy |
1,675
+361
| +27% | +$21.8K | 0.02% | 276 |
|
|
2023
Q2 | $81.5K | Buy |
1,314
+206
| +19% | +$12.8K | 0.01% | 299 |
|
|
2023
Q1 | $66.4K | Sell |
1,108
-396
| -26% | -$23.7K | 0.01% | 341 |
|
|
2022
Q4 | $97.4K | Buy |
1,504
+120
| +9% | +$7.77K | 0.02% | 276 |
|
|
2022
Q3 | $85K | Buy |
1,384
+74
| +6% | +$4.55K | 0.02% | 272 |
|
|
2022
Q2 | $86K | Buy |
1,310
+41
| +3% | +$2.69K | 0.02% | 280 |
|
|
2022
Q1 | $101K | Buy |
1,269
+139
| +12% | +$11.1K | 0.02% | 259 |
|
|
2021
Q4 | $87K | Buy |
1,130
+521
| +86% | +$40.1K | 0.02% | 266 |
|
|
2021
Q3 | $40K | Buy |
609
+65
| +12% | +$4.27K | 0.01% | 411 |
|
|
2021
Q2 | $38K | Buy |
544
+18
| +3% | +$1.26K | 0.01% | 405 |
|
|
2021
Q1 | $34K | Buy |
526
+44
| +9% | +$2.84K | 0.01% | 400 |
|
|
2020
Q4 | $27K | Buy |
482
+100
| +26% | +$5.6K | 0.01% | 460 |
|
|
2020
Q3 | $18K | Buy |
382
+197
| +106% | +$9.28K | 0.01% | 470 |
|
|
2020
Q2 | $8K | Buy |
185
+179
| +2,983% | +$7.74K | ﹤0.01% | 541 |
|
|
2020
Q1 | $0 | Sell |
6
-44
| -88% | – | ﹤0.01% | 1545 |
|
|
2019
Q4 | $3K | Buy |
50
+19
| +61% | +$1.14K | ﹤0.01% | 697 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 739 |
|
|
2019
Q2 | $2K | Sell |
31
-2
| -6% | -$129 | ﹤0.01% | 754 |
|
|
2019
Q1 | $2K | Sell |
33
-167
| -84% | -$10.1K | ﹤0.01% | 723 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | 0.01% | 363 |
|
|
2018
Q3 | $12K | Hold |
200
| – | – | 0.01% | 374 |
|
|
2018
Q2 | $12K | Hold |
200
| – | – | 0.01% | 352 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | 0.01% | 348 |
|
|
2017
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 313 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$10K | – | 652 |
|
|
2017
Q1 | $10K | Hold |
200
| – | – | 0.01% | 354 |
|
|
2016
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 372 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$9K | – | 577 |
|
|
2016
Q2 | $9K | Hold |
200
| – | – | 0.01% | 340 |
|
|
2016
Q1 | $9K | Hold |
200
| – | – | 0.01% | 320 |
|
|
2015
Q4 | $8K | Hold |
200
| – | – | 0.01% | 340 |
|
|
2015
Q3 | $8K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2015
Q2 | $9K | Hold |
200
| – | – | 0.01% | 338 |
|
|
2015
Q1 | $9K | Hold |
200
| – | – | 0.01% | 338 |
|
|
2014
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 366 |
|