Gries Financial’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 |
-24,566
| Closed | -$1.55M | – | 300 |
|
|
2024
Q3 | $1.55M | Sell |
24,566
-6,188
| -20% | -$391K | 0.29% | 86 |
|
|
2024
Q2 | $1.69M | Sell |
30,754
-488
| -2% | -$26.8K | 0.35% | 80 |
|
|
2024
Q1 | $1.89M | Sell |
31,242
-304
| -1% | -$18.4K | 0.32% | 88 |
|
|
2023
Q4 | $2.04M | Sell |
31,546
-115
| -0.4% | -$7.43K | 0.45% | 58 |
|
|
2023
Q3 | $1.91M | Sell |
31,661
-189
| -0.6% | -$11.4K | 0.51% | 51 |
|
|
2023
Q2 | $1.98M | Buy |
+31,850
| New | +$1.98M | 0.55% | 49 |
|