Gradient Investments’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 |
-8,121
| Closed | -$514K | – | 327 |
|
|
2024
Q3 | $514K | Sell |
8,121
-38
| -0.5% | -$2.4K | 0.01% | 232 |
|
|
2024
Q2 | $448K | Buy |
8,159
+239
| +3% | +$13.1K | 0.01% | 251 |
|
|
2024
Q1 | $478K | Sell |
7,920
-117
| -1% | -$7.06K | 0.01% | 228 |
|
|
2023
Q4 | $519K | Buy |
8,037
+725
| +10% | +$46.8K | 0.01% | 248 |
|
|
2023
Q3 | $441K | Buy |
7,312
+231
| +3% | +$13.9K | 0.01% | 242 |
|
|
2023
Q2 | $439K | Sell |
7,081
-32
| -0.4% | -$1.98K | 0.01% | 245 |
|
|
2023
Q1 | $426K | Buy |
7,113
+939
| +15% | +$56.2K | 0.01% | 240 |
|
|
2022
Q4 | $400K | Sell |
6,174
-220
| -3% | -$14.2K | 0.01% | 246 |
|
|
2022
Q3 | $392K | Sell |
6,394
-273
| -4% | -$16.7K | 0.01% | 238 |
|
|
2022
Q2 | $437K | Sell |
6,667
-74
| -1% | -$4.85K | 0.01% | 228 |
|
|
2022
Q1 | $535K | Sell |
6,741
-492
| -7% | -$39K | 0.01% | 208 |
|
|
2021
Q4 | $555K | Sell |
7,233
-1,335
| -16% | -$102K | 0.01% | 202 |
|
|
2021
Q3 | $567K | Buy |
8,568
+8,410
| +5,323% | +$557K | 0.02% | 202 |
|
|
2021
Q2 | $11K | Hold |
158
| – | – | ﹤0.01% | 744 |
|
|
2021
Q1 | $10K | Hold |
158
| – | – | ﹤0.01% | 772 |
|
|
2020
Q4 | $7K | Hold |
158
| – | – | ﹤0.01% | 765 |
|
|
2020
Q3 | $7K | Hold |
158
| – | – | ﹤0.01% | 772 |
|
|
2020
Q2 | $7K | Sell |
158
-12
| -7% | -$532 | ﹤0.01% | 699 |
|
|
2020
Q1 | $7K | Hold |
170
| – | – | ﹤0.01% | 723 |
|
|
2019
Q4 | $10K | Hold |
170
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $10K | Hold |
170
| – | – | ﹤0.01% | 671 |
|
|
2019
Q2 | $10K | Buy |
170
+156
| +1,114% | +$9.18K | ﹤0.01% | 653 |
|
|
2019
Q1 | $1K | Sell |
14
-156
| -92% | -$11.1K | ﹤0.01% | 826 |
|
|
2018
Q4 | $8K | Sell |
170
-197
| -54% | -$9.27K | ﹤0.01% | 636 |
|
|
2018
Q3 | $22K | Sell |
367
-204
| -36% | -$12.2K | ﹤0.01% | 485 |
|
|
2018
Q2 | $33K | Buy |
571
+156
| +38% | +$9.02K | ﹤0.01% | 395 |
|
|
2018
Q1 | $24K | Buy |
415
+401
| +2,864% | +$23.2K | ﹤0.01% | 448 |
|
|
2017
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 956 |
|
|
2017
Q3 | – | Sell |
-14
| Closed | -$1K | – | 655 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 759 |
|
|
2017
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 734 |
|
|
2016
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 697 |
|
|
2016
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 671 |
|
|
2016
Q2 | $1K | Sell |
14
-207
| -94% | -$14.8K | ﹤0.01% | 675 |
|
|
2016
Q1 | $10K | Buy |
221
+183
| +482% | +$8.28K | ﹤0.01% | 443 |
|
|
2015
Q4 | $1K | Hold |
38
| – | – | ﹤0.01% | 645 |
|
|
2015
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 561 |
|
|
2015
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 538 |
|
|
2015
Q1 | $2K | Sell |
38
-65,324
| -100% | -$3.44M | ﹤0.01% | 556 |
|
|
2014
Q4 | $3.12M | Buy |
65,362
+8,534
| +15% | +$408K | 0.51% | 64 |
|
|
2014
Q3 | $2.81M | Buy |
56,828
+4,268
| +8% | +$211K | 0.51% | 50 |
|
|
2014
Q2 | $2.7M | Buy |
52,560
+6,793
| +15% | +$349K | 0.53% | 35 |
|
|
2014
Q1 | $2.15M | Buy |
45,767
+5,219
| +13% | +$245K | 0.5% | 46 |
|
|
2013
Q4 | $1.91M | Buy |
40,548
+5,736
| +16% | +$270K | 0.51% | 41 |
|
|
2013
Q3 | $1.57M | Buy |
34,812
+5,988
| +21% | +$269K | 0.49% | 38 |
|
|
2013
Q2 | $1.16M | Buy |
+28,824
| New | +$1.16M | 0.43% | 65 |
|