J.P. Morgan Private Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.53M	Sell	25,473 -645	-2%	-$38.9K	﹤0.01%	830
2023 Q2	$1.62M	Sell	26,118 -5,604	-18%	-$348K	0.01%	633
2023 Q1	$1.9M	Buy	31,722 +918	+3%	+$55K	﹤0.01%	900
2022 Q4	$1.99M	Sell	30,804 -49,112	-61%	-$3.18M	﹤0.01%	856
2022 Q3	$4.9M	Buy	79,916 +7,491	+10%	+$459K	0.01%	564
2022 Q2	$4.75M	Buy	72,425 +42,947	+146%	+$2.82M	0.01%	576
2022 Q1	$2.34M	Buy	29,478 +1,514	+5%	+$120K	0.01%	848
2021 Q4	$2.14M	Sell	27,964 -1,685	-6%	-$129K	﹤0.01%	880
2021 Q3	$1.96M	Buy	29,649 +750	+3%	+$49.6K	﹤0.01%	912
2021 Q2	$2.02M	Buy	28,899 +2,032	+8%	+$142K	0.01%	877
2021 Q1	$1.75M	Sell	26,867 -3,804	-12%	-$248K	0.01%	814
2020 Q4	$1.73M	Sell	30,671 -4,134	-12%	-$233K	0.01%	791
2020 Q3	$1.61M	Sell	34,805 -393	-1%	-$18.2K	0.01%	714
2020 Q2	$1.57M	Buy	35,198 +1,703	+5%	+$76K	0.01%	651
2020 Q1	$1.42M	Sell	33,495 -9,727	-23%	-$412K	0.01%	615
2019 Q4	$2.43M	Buy	43,222 +559	+1%	+$31.4K	0.01%	581
2019 Q3	$2.49M	Buy	42,663 +30	+0.1%	+$1.75K	0.01%	548
2019 Q2	$2.49M	Sell	42,633 -19,724	-32%	-$1.15M	0.01%	547
2019 Q1	$3.39M	Buy	62,357 +3,959	+7%	+$215K	0.02%	497
2018 Q4	$2.9M	Sell	58,398 -2,112	-3%	-$105K	0.02%	486
2018 Q3	$3.68M	Buy	60,510 +16,368	+37%	+$995K	0.02%	495
2018 Q2	$2.55M	Buy	44,142 +21,684	+97%	+$1.25M	0.01%	547
2018 Q1	$1.28M	Sell	22,458 -3,061	-12%	-$174K	0.01%	594
2017 Q4	$1.5M	Buy	25,519 +7,913	+45%	+$464K	0.01%	555
2017 Q3	$991K	Sell	17,606 -5,768	-25%	-$325K	0.01%	637
2017 Q2	$1.18M	Buy	23,374 +1,094	+5%	+$55.1K	0.01%	576
2017 Q1	$1.12M	Buy	22,280 +229	+1%	+$11.5K	0.01%	600
2016 Q4	$1.09M	Buy	22,051 +5,348	+32%	+$264K	0.01%	577
2016 Q3	$742K	Sell	16,703 -2,205	-12%	-$98K	0.01%	662
2016 Q2	$812K	Sell	18,908 -5,310	-22%	-$228K	0.01%	648
2016 Q1	$1.05M	Sell	24,218 -1,669	-6%	-$72K	0.01%	549
2015 Q4	$1.01M	Sell	25,887 -1,011	-4%	-$39.6K	0.01%	523
2015 Q3	$1.06M	Sell	26,898 -1,212	-4%	-$47.8K	0.01%	457
2015 Q2	$1.2M	Buy	28,110 +1,792	+7%	+$76.2K	0.01%	468
2015 Q1	$1.13M	Sell	26,318 -43,691	-62%	-$1.87M	0.01%	497
2014 Q4	$3.35M	Sell	70,009 -6,126	-8%	-$293K	0.04%	295
2014 Q3	$3.76M	Sell	76,135 -2,661	-3%	-$131K	0.05%	280
2014 Q2	$4.05M	Buy	78,796 +357	+0.5%	+$18.4K	0.07%	223
2014 Q1	$3.68M	Buy	78,439 +22,999	+41%	+$1.08M	0.07%	221
2013 Q4	$2.61M	Buy	55,440 +10,372	+23%	+$489K	0.05%	230
2013 Q3	$2.03M	Buy	45,068 +22,870	+103%	+$1.03M	0.05%	242
2013 Q2	$892K	Buy	+22,198	New	+$892K	0.02%	336