HHM Wealth Advisors’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
Q3 | – | Sell |
-33
| Closed | -$1.81K | – | 828 |
|
|
2024
Q2 | $1.81K | Buy |
+33
| New | +$1.81K | ﹤0.01% | 711 |
|
|
2022
Q3 | – | Sell |
-417
| Closed | -$27K | – | 798 |
|
|
2022
Q2 | $27K | Buy |
+417
| New | +$27K | 0.01% | 378 |
|
|
2021
Q3 | – | Sell |
-150
| Closed | -$11K | – | 658 |
|
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 470 |
|
|
2021
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 451 |
|
|
2020
Q4 | $8K | Sell |
150
-200
| -57% | -$10.7K | ﹤0.01% | 436 |
|
|
2020
Q3 | $16K | Hold |
350
| – | – | 0.01% | 344 |
|
|
2020
Q2 | $16K | Hold |
350
| – | – | 0.01% | 331 |
|
|
2020
Q1 | $15K | Buy |
+350
| New | +$15K | 0.01% | 329 |
|