Inlet Private Wealth’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,115
| Closed | -$1.5M | – | 134 |
|
|
2023
Q1 | $1.5M | Hold |
25,115
| – | – | 0.39% | 70 |
|
|
2022
Q4 | $1.63M | Hold |
25,115
| – | – | 0.42% | 64 |
|
|
2022
Q3 | $1.54M | Buy |
25,115
+3,000
| +14% | +$184K | 0.46% | 64 |
|
|
2022
Q2 | $1.45M | Buy |
22,115
+11,215
| +103% | +$735K | 0.41% | 66 |
|
|
2022
Q1 | $866K | Hold |
10,900
| – | – | 0.22% | 84 |
|
|
2021
Q4 | $836K | Buy |
10,900
+800
| +8% | +$61.4K | 0.2% | 90 |
|
|
2021
Q3 | $668K | Buy |
+10,100
| New | +$668K | 0.18% | 93 |
|
|
2019
Q4 | – | Sell |
-4,500
| Closed | -$262K | – | 147 |
|
|
2019
Q3 | $262K | Hold |
4,500
| – | – | 0.1% | 125 |
|
|
2019
Q2 | $264K | Hold |
4,500
| – | – | 0.09% | 124 |
|
|
2019
Q1 | $244K | Buy |
+4,500
| New | +$244K | 0.1% | 129 |
|