Karpas Strategies’s Toronto Dominion Bank TD Stock Holding History

Karpas Strategies’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$207K	Hold	3,770	–	–	0.07%	116
2024 Q1	$228K	Hold	3,770	–	–	0.07%	108
2023 Q4	$244K	Sell	3,770 -330	-8%	-$21.3K	0.08%	108
2023 Q3	$247K	Hold	4,100	–	–	0.09%	104
2023 Q2	$254K	Hold	4,100	–	–	0.09%	111
2023 Q1	$246K	Hold	4,100	–	–	0.09%	109
2022 Q4	$266K	Hold	4,100	–	–	0.09%	102
2022 Q3	$251K	Hold	4,100	–	–	0.1%	101
2022 Q2	$269K	Hold	4,100	–	–	0.09%	101
2022 Q1	$326K	Hold	4,100	–	–	0.1%	102
2021 Q4	$314K	Sell	4,100 -900	-18%	-$68.9K	0.1%	105
2021 Q3	$364K	Hold	5,000	–	–	0.12%	92
2021 Q2	$350K	Hold	5,000	–	–	0.12%	94
2021 Q1	$326K	Hold	5,000	–	–	0.12%	93
2020 Q4	$282K	Hold	5,000	–	–	0.11%	104
2020 Q3	$231K	Hold	5,000	–	–	0.11%	109
2020 Q2	$223K	Hold	5,000	–	–	0.11%	108
2020 Q1	$212K	Hold	5,000	–	–	0.12%	104
2019 Q4	$281K	Hold	5,000	–	–	0.11%	105
2019 Q3	$291K	Hold	5,000	–	–	0.12%	100
2019 Q2	$292K	Hold	5,000	–	–	0.12%	97
2019 Q1	$272K	Hold	5,000	–	–	0.11%	101
2018 Q4	$249K	Hold	5,000	–	–	0.12%	98
2018 Q3	$304K	Hold	5,000	–	–	0.13%	101
2018 Q2	$289K	Sell	5,000 -1,726	-26%	-$99.8K	0.13%	100
2018 Q1	$382K	Hold	6,726	–	–	0.17%	85
2017 Q4	$394K	Hold	6,726	–	–	0.17%	84
2017 Q3	$378K	Hold	6,726	–	–	0.17%	87
2017 Q2	$339K	Sell	6,726 -2,000	-23%	-$101K	0.15%	90
2017 Q1	$437K	Hold	8,726	–	–	0.2%	80
2016 Q4	$431K	Hold	8,726	–	–	0.2%	81
2016 Q3	$387K	Hold	8,726	–	–	0.19%	84
2016 Q2	$375K	Hold	8,726	–	–	0.19%	80
2016 Q1	$376K	Hold	8,726	–	–	0.2%	82
2015 Q4	$342K	Hold	8,726	–	–	0.18%	83
2015 Q3	$344K	Hold	8,726	–	–	0.19%	85
2015 Q2	$371K	Hold	8,726	–	–	0.19%	85
2015 Q1	$374K	Hold	8,726	–	–	0.18%	85
2014 Q4	$417K	Hold	8,726	–	–	0.2%	84
2014 Q3	$431K	Hold	8,726	–	–	0.22%	83
2014 Q2	$449K	Hold	8,726	–	–	0.22%	81
2014 Q1	$410K	Hold	8,726	–	–	0.22%	78
2013 Q4	$411K	Hold	8,726	–	–	0.23%	75
2013 Q3	$393K	Hold	8,726	–	–	0.23%	74
2013 Q2	$351K	Buy	+8,726	New	+$351K	0.22%	80