JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
3,402
-19
| -0.6% | -$1.4K | 0.02% | 279 |
|
|
2025
Q1 | $205K | Buy |
3,421
+194
| +6% | +$11.6K | 0.01% | 303 |
|
|
2024
Q4 | $172K | Sell |
3,227
-767
| -19% | -$40.8K | 0.01% | 306 |
|
|
2024
Q3 | $253K | Buy |
3,994
+57
| +1% | +$3.61K | 0.02% | 265 |
|
|
2024
Q2 | $216K | Buy |
3,937
+81
| +2% | +$4.45K | 0.02% | 237 |
|
|
2024
Q1 | $233K | Sell |
3,856
-26
| -0.7% | -$1.57K | 0.02% | 232 |
|
|
2023
Q4 | $251K | Sell |
3,882
-96
| -2% | -$6.2K | 0.02% | 208 |
|
|
2023
Q3 | $240K | Buy |
3,978
+244
| +7% | +$14.7K | 0.02% | 205 |
|
|
2023
Q2 | $232K | Sell |
3,734
-204
| -5% | -$12.7K | 0.02% | 202 |
|
|
2023
Q1 | $236K | Sell |
3,938
-26
| -0.7% | -$1.56K | 0.02% | 201 |
|
|
2022
Q4 | $257K | Sell |
3,964
-154
| -4% | -$9.97K | 0.03% | 195 |
|
|
2022
Q3 | $253K | Buy |
4,118
+380
| +10% | +$23.3K | 0.03% | 193 |
|
|
2022
Q2 | $245K | Sell |
3,738
-310
| -8% | -$20.3K | 0.03% | 190 |
|
|
2022
Q1 | $321K | Buy |
4,048
+359
| +10% | +$28.5K | 0.03% | 187 |
|
|
2021
Q4 | $283K | Buy |
3,689
+107
| +3% | +$8.21K | 0.03% | 199 |
|
|
2021
Q3 | $237K | Buy |
+3,582
| New | +$237K | 0.02% | 202 |
|
|
2017
Q2 | – | Sell |
-421
| Closed | -$21K | – | 445 |
|
|
2017
Q1 | $21K | Hold |
421
| – | – | 0.01% | 300 |
|
|
2016
Q4 | $21K | Hold |
421
| – | – | 0.01% | 300 |
|
|
2016
Q3 | $19K | Hold |
421
| – | – | 0.01% | 332 |
|
|
2016
Q2 | $18K | Hold |
421
| – | – | 0.01% | 339 |
|
|
2016
Q1 | $18K | Sell |
421
-421
| -50% | -$18K | 0.01% | 331 |
|
|
2015
Q4 | $33K | Buy |
+842
| New | +$33K | 0.01% | 279 |
|
|
2014
Q3 | – | Sell |
-409
| Closed | -$21K | – | 499 |
|
|
2014
Q2 | $21K | Buy |
+409
| New | +$21K | ﹤0.01% | 258 |
|