IAA
Independent Advisor Alliance’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
+3,279
| New | +$241K | 0.01% | 783 |
|
|
2024
Q4 | – | Sell |
-3,452
| Closed | -$218K | – | 1376 |
|
|
2024
Q3 | $218K | Sell |
3,452
-898
| -21% | -$56.8K | 0.01% | 643 |
|
|
2024
Q2 | $239K | Sell |
4,350
-583
| -12% | -$32K | 0.01% | 630 |
|
|
2024
Q1 | $298K | Sell |
4,933
-2,211
| -31% | -$133K | 0.01% | 571 |
|
|
2023
Q4 | $462K | Sell |
7,144
-4,882
| -41% | -$315K | 0.02% | 454 |
|
|
2023
Q3 | $725K | Sell |
12,026
-5,757
| -32% | -$347K | 0.03% | 347 |
|
|
2023
Q2 | $1.1M | Sell |
17,783
-21,604
| -55% | -$1.34M | 0.05% | 290 |
|
|
2023
Q1 | $2.36M | Sell |
39,387
-50,322
| -56% | -$3.01M | 0.11% | 170 |
|
|
2022
Q4 | $5.81K | Buy |
89,709
+51,095
| +132% | +$3.31K | ﹤0.01% | 187 |
|
|
2022
Q3 | $2.37M | Buy |
38,614
+732
| +2% | +$44.9K | 0.14% | 143 |
|
|
2022
Q2 | $2.48M | Buy |
37,882
+28
| +0.1% | +$1.84K | 0.14% | 135 |
|
|
2022
Q1 | $3.01M | Buy |
+37,854
| New | +$3.01M | 0.14% | 128 |
|
|
2019
Q4 | – | Sell |
-3,487
| Closed | -$203K | – | 893 |
|
|
2019
Q3 | $203K | Sell |
3,487
-732
| -17% | -$42.6K | 0.02% | 419 |
|
|
2019
Q2 | $246K | Sell |
4,219
-89
| -2% | -$5.19K | 0.04% | 336 |
|
|
2019
Q1 | $234K | Sell |
4,308
-5,754
| -57% | -$313K | 0.03% | 362 |
|
|
2018
Q4 | $500K | Sell |
10,062
-7,683
| -43% | -$382K | 0.09% | 196 |
|
|
2018
Q3 | $807K | Sell |
17,745
-212
| -1% | -$9.64K | 0.15% | 145 |
|
|
2018
Q2 | $766K | Buy |
17,957
+4,722
| +36% | +$201K | 0.16% | 144 |
|
|
2018
Q1 | $744K | Sell |
13,235
-213
| -2% | -$12K | 0.17% | 143 |
|
|
2017
Q4 | $810K | Buy |
13,448
+841
| +7% | +$50.7K | 0.18% | 133 |
|
|
2017
Q3 | $706K | Buy |
12,607
+65
| +0.5% | +$3.64K | 0.19% | 125 |
|
|
2017
Q2 | $636K | Buy |
12,542
+372
| +3% | +$18.9K | 0.2% | 119 |
|
|
2017
Q1 | $606K | Buy |
12,170
+3,124
| +35% | +$156K | 0.1% | 211 |
|
|
2016
Q4 | $458K | Buy |
+9,046
| New | +$458K | 0.2% | 115 |
|