JFS Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
|
|||||
|
2025
Q1 | $205K | Buy |
|
|||||
|
2024
Q4 | $172K | Sell |
|
|||||
|
2024
Q3 | $253K | Buy |
|
|||||
|
2024
Q2 | $216K | Buy |
|
|||||
|
2024
Q1 | $233K | Sell |
|
|||||
|
2023
Q4 | $251K | Sell |
|
|||||
|
2023
Q3 | $240K | Buy |
|
|||||
|
2023
Q2 | $232K | Sell |
|
|||||
|
2023
Q1 | $236K | Sell |
|
|||||
|
2022
Q4 | $257K | Sell |
|
|||||
|
2022
Q3 | $253K | Buy |
|
|||||
|
2022
Q2 | $245K | Sell |
|
|||||
|
2022
Q1 | $321K | Buy |
|
|||||
|
2021
Q4 | $283K | Buy |
|
|||||
|
2021
Q3 | $237K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $21K | Hold |
|
|||||
|
2016
Q4 | $21K | Hold |
|
|||||
|
2016
Q3 | $19K | Hold |
|
|||||
|
2016
Q2 | $18K | Hold |
|
|||||
|
2016
Q1 | $18K | Sell |
|
|||||
|
2015
Q4 | $33K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $21K | Buy |
|