IWA
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Icon Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

Icon Wealth Advisors’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,542
Closed -$99.6K – 477
2023
Q4 		$99.6K Buy
+1,542
New +$99.6K 0.01% 431