Investment Partners’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,216
| Closed | -$208K | – | 145 |
|
|
2023
Q4 | $208K | Sell |
3,216
-1,127
| -26% | -$72.8K | 0.1% | 131 |
|
|
2023
Q3 | $262K | Sell |
4,343
-554
| -11% | -$33.4K | 0.14% | 120 |
|
|
2023
Q2 | $304K | Buy |
4,897
+1,233
| +34% | +$76.5K | 0.16% | 111 |
|
|
2023
Q1 | $219K | Buy |
3,664
+29
| +0.8% | +$1.74K | 0.12% | 130 |
|
|
2022
Q4 | $235K | Sell |
3,635
-2,463
| -40% | -$159K | 0.12% | 130 |
|
|
2022
Q3 | $374K | Buy |
+6,098
| New | +$374K | 0.11% | 168 |
|
|
2022
Q2 | – | Sell |
-2,965
| Closed | -$235K | – | 163 |
|
|
2022
Q1 | $235K | Buy |
2,965
+5
| +0.2% | +$396 | 0.1% | 148 |
|
|
2021
Q4 | $227K | Buy |
+2,960
| New | +$227K | 0.09% | 158 |
|
|
2021
Q3 | – | Sell |
-2,949
| Closed | -$207K | – | 167 |
|
|
2021
Q2 | $207K | Sell |
2,949
-297
| -9% | -$20.8K | 0.09% | 162 |
|
|
2021
Q1 | $212K | Buy |
+3,246
| New | +$212K | 0.1% | 153 |
|
|
2020
Q1 | – | Sell |
-3,563
| Closed | -$200K | – | 147 |
|
|
2019
Q4 | $200K | Buy |
3,563
+3
| +0.1% | +$168 | 0.13% | 142 |
|
|
2019
Q3 | $207K | Buy |
3,560
+4
| +0.1% | +$233 | 0.15% | 137 |
|
|
2019
Q2 | $208K | Buy |
+3,556
| New | +$208K | 0.15% | 138 |
|
|
2018
Q4 | – | Sell |
-3,519
| Closed | -$456 | – | 153 |
|
|
2018
Q3 | $456 | Buy |
3,519
+3
| +0.1% | – | 0.25% | 59 |
|
|
2018
Q2 | $203K | Buy |
3,516
+3
| +0.1% | +$173 | 0.15% | 144 |
|
|
2018
Q1 | $200K | Buy |
3,513
+3
| +0.1% | +$171 | 0.15% | 144 |
|
|
2017
Q4 | $206K | Buy |
+3,510
| New | +$206K | 0.15% | 147 |
|
|
2017
Q1 | – | Sell |
-5,269
| Closed | -$260K | – | 117 |
|
|
2016
Q4 | $260K | Sell |
5,269
-1,196
| -18% | -$59K | 0.25% | 94 |
|
|
2016
Q3 | $287K | Buy |
6,465
+1,206
| +23% | +$53.5K | 0.16% | 136 |
|
|
2016
Q2 | $226K | Buy |
+5,259
| New | +$226K | 0.23% | 100 |
|