J.W. Cole 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
2025
Q2
$441K Buy
6,005
+762
+15% +$56K 0.01% 961
2025
Q1
$314K Buy
+5,243
New +$314K 0.01% 940
2020
Q4
Sell
-5,606
Closed -$259K 862
2020
Q3
$259K Buy
+5,606
New +$259K 0.02% 590