Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $371K | Sell |
5,986
-127
| -2% | -$7.88K | 0.09% | 229 |
|
|
2023
Q1 | $366K | Sell |
6,113
-155
| -2% | -$9.29K | 0.09% | 235 |
|
|
2022
Q4 | $406K | Sell |
6,268
-10
| -0.2% | -$648 | 0.12% | 191 |
|
|
2022
Q3 | $385K | Hold |
6,278
| – | – | 0.12% | 193 |
|
|
2022
Q2 | $412K | Hold |
6,278
| – | – | 0.11% | 187 |
|
|
2022
Q1 | $499K | Sell |
6,278
-5
| -0.1% | -$397 | 0.11% | 180 |
|
|
2021
Q4 | $482K | Sell |
6,283
-20
| -0.3% | -$1.53K | 0.1% | 189 |
|
|
2021
Q3 | $417K | Sell |
6,303
-5,438
| -46% | -$360K | 0.1% | 190 |
|
|
2021
Q2 | $822K | Sell |
11,741
-1,102
| -9% | -$77.2K | 0.16% | 105 |
|
|
2021
Q1 | $837K | Sell |
12,843
-649
| -5% | -$42.3K | 0.18% | 102 |
|
|
2020
Q4 | $761K | Sell |
13,492
-4,304
| -24% | -$243K | 0.18% | 101 |
|
|
2020
Q3 | $823K | Sell |
17,796
-714
| -4% | -$33K | 0.24% | 84 |
|
|
2020
Q2 | $826K | Sell |
18,510
-3,075
| -14% | -$137K | 0.27% | 81 |
|
|
2020
Q1 | $915K | Buy |
21,585
+11,446
| +113% | +$485K | 0.48% | 48 |
|
|
2019
Q4 | $574K | Sell |
10,139
-16,342
| -62% | -$925K | 0.48% | 41 |
|
|
2019
Q3 | $1.54M | Sell |
26,481
-666
| -2% | -$38.8K | 0.95% | 23 |
|
|
2019
Q2 | $1.58M | Sell |
27,147
-2,667
| -9% | -$156K | 0.82% | 23 |
|
|
2019
Q1 | $1.62M | Sell |
29,814
-1,360
| -4% | -$73.9K | 0.8% | 25 |
|
|
2018
Q4 | $1.55M | Sell |
31,174
-2,241
| -7% | -$111K | 0.87% | 24 |
|
|
2018
Q3 | $2.03M | Sell |
33,415
-1,573
| -4% | -$95.7K | 1.02% | 23 |
|
|
2018
Q2 | $2.02M | Sell |
34,988
-4,222
| -11% | -$244K | 1.12% | 21 |
|
|
2018
Q1 | $2.23M | Sell |
39,210
-8,931
| -19% | -$508K | 1.29% | 16 |
|
|
2017
Q4 | $2.82M | Sell |
48,141
-6,297
| -12% | -$369K | 1.58% | 12 |
|
|
2017
Q3 | $3.06M | Sell |
54,438
-3,182
| -6% | -$179K | 1.87% | 11 |
|
|
2017
Q2 | $2.9M | Sell |
57,620
-8,801
| -13% | -$443K | 1.87% | 10 |
|
|
2017
Q1 | $3.33M | Buy |
66,421
+714
| +1% | +$35.8K | 2% | 15 |
|
|
2016
Q4 | $3.24M | Sell |
65,707
-1,858
| -3% | -$91.7K | 2.09% | 14 |
|
|
2016
Q3 | $3M | Sell |
67,565
-1,925
| -3% | -$85.5K | 2.14% | 14 |
|
|
2016
Q2 | $2.98M | Sell |
69,490
-4,802
| -6% | -$206K | 2.2% | 15 |
|
|
2016
Q1 | $3.2M | Sell |
74,292
-1,989
| -3% | -$85.8K | 2.41% | 11 |
|
|
2015
Q4 | $2.99M | Buy |
+76,281
| New | +$2.99M | 2.05% | 15 |
|