Integrated Wealth Concepts’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
21,866
+1,846
| +9% | +$136K | 0.02% | 702 |
|
|
2025
Q1 | $1.2M | Sell |
20,020
-580
| -3% | -$34.8K | 0.01% | 757 |
|
|
2024
Q4 | $1.1M | Sell |
20,600
-1,871
| -8% | -$99.6K | 0.01% | 771 |
|
|
2024
Q3 | $1.42M | Sell |
22,471
-1,090
| -5% | -$69K | 0.02% | 662 |
|
|
2024
Q2 | $1.29M | Buy |
23,561
+612
| +3% | +$33.6K | 0.02% | 643 |
|
|
2024
Q1 | $1.39M | Buy |
22,949
+205
| +0.9% | +$12.4K | 0.02% | 632 |
|
|
2023
Q4 | $1.47M | Buy |
22,744
+898
| +4% | +$58K | 0.02% | 591 |
|
|
2023
Q3 | $1.32M | Buy |
21,846
+666
| +3% | +$40.1K | 0.02% | 579 |
|
|
2023
Q2 | $1.31M | Sell |
21,180
-349
| -2% | -$21.6K | 0.02% | 588 |
|
|
2023
Q1 | $1.29M | Sell |
21,529
-7,611
| -26% | -$456K | 0.03% | 531 |
|
|
2022
Q4 | $1.89M | Buy |
29,140
+1,281
| +5% | +$83K | 0.05% | 334 |
|
|
2022
Q3 | $1.71M | Buy |
27,859
+1,168
| +4% | +$71.7K | 0.05% | 318 |
|
|
2022
Q2 | $1.75M | Buy |
26,691
+54
| +0.2% | +$3.54K | 0.05% | 307 |
|
|
2022
Q1 | $2.12M | Buy |
26,637
+1,914
| +8% | +$152K | 0.06% | 248 |
|
|
2021
Q4 | $1.9M | Buy |
24,723
+5,626
| +29% | +$431K | 0.06% | 270 |
|
|
2021
Q3 | $1.26M | Buy |
19,097
+14,210
| +291% | +$940K | 0.04% | 338 |
|
|
2021
Q2 | $342K | Sell |
4,887
-359
| -7% | -$25.1K | 0.01% | 621 |
|
|
2021
Q1 | $342K | Sell |
5,246
-19,257
| -79% | -$1.26M | 0.01% | 556 |
|
|
2020
Q4 | $1.38M | Buy |
24,503
+1,257
| +5% | +$70.9K | 0.07% | 198 |
|
|
2020
Q3 | $1.08M | Sell |
23,246
-10
| -0% | -$462 | 0.07% | 206 |
|
|
2020
Q2 | $1.04M | Buy |
23,256
+1,768
| +8% | +$78.8K | 0.07% | 172 |
|
|
2020
Q1 | $911K | Buy |
21,488
+3,993
| +23% | +$169K | 0.08% | 147 |
|
|
2019
Q4 | $982K | Buy |
17,495
+9,977
| +133% | +$560K | 0.08% | 157 |
|
|
2019
Q3 | $438K | Buy |
7,518
+2,559
| +52% | +$149K | 0.05% | 230 |
|
|
2019
Q2 | $291K | Buy |
+4,959
| New | +$291K | 0.04% | 281 |
|