Kelleher Financial 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 | $212K | Buy |
+2,885
| New | +$212K | 0.07% | 129 |
|
|
2024
Q4 | – | Sell |
-3,363
| Closed | -$213K | – | 121 |
|
|
2024
Q3 | $213K | Buy |
+3,363
| New | +$213K | 0.08% | 109 |
|
|
2024
Q2 | – | Sell |
-3,343
| Closed | -$202K | – | 128 |
|
|
2024
Q1 | $202K | Buy |
3,343
+10
| +0.3% | +$604 | 0.08% | 119 |
|
|
2023
Q4 | $215K | Sell |
3,333
-2,119
| -39% | -$137K | 0.1% | 94 |
|
|
2023
Q3 | $329K | Buy |
5,452
+9
| +0.2% | +$542 | 0.17% | 75 |
|
|
2023
Q2 | $338K | Buy |
+5,443
| New | +$338K | 0.19% | 79 |
|
|
2023
Q1 | – | Sell |
-3,298
| Closed | -$214K | – | 116 |
|
|
2022
Q4 | $214K | Sell |
3,298
-2,120
| -39% | -$137K | 0.16% | 85 |
|
|
2022
Q3 | $332K | Buy |
5,418
+1,606
| +42% | +$98.4K | 0.24% | 75 |
|
|
2022
Q2 | $250K | Buy |
3,812
+12
| +0.3% | +$787 | 0.11% | 115 |
|
|
2022
Q1 | $301K | Buy |
3,800
+11
| +0.3% | +$871 | 0.17% | 95 |
|
|
2021
Q4 | $290K | Sell |
3,789
-16
| -0.4% | -$1.23K | 0.15% | 99 |
|
|
2021
Q3 | $251K | Buy |
3,805
+12
| +0.3% | +$792 | 0.11% | 130 |
|
|
2021
Q2 | $265K | Buy |
3,793
+11
| +0.3% | +$769 | 0.15% | 100 |
|
|
2021
Q1 | $246K | Buy |
3,782
+234
| +7% | +$15.2K | 0.16% | 97 |
|
|
2020
Q4 | $200K | Sell |
3,548
-1,413
| -28% | -$79.7K | 0.15% | 96 |
|
|
2020
Q3 | $229K | Buy |
4,961
+13
| +0.3% | +$600 | 0.19% | 84 |
|
|
2020
Q2 | $220K | Buy |
4,948
+14
| +0.3% | +$622 | 0.21% | 85 |
|
|
2020
Q1 | $209K | Buy |
+4,934
| New | +$209K | 0.25% | 78 |
|
|
2019
Q4 | – | Sell |
-3,487
| Closed | -$203K | – | 104 |
|
|
2019
Q3 | $203K | Buy |
3,487
+9
| +0.3% | +$524 | 0.25% | 83 |
|
|
2019
Q2 | $202K | Buy |
+3,478
| New | +$202K | 0.25% | 81 |
|
|
2018
Q4 | – | Sell |
-3,537
| Closed | -$215K | – | 90 |
|
|
2018
Q3 | $215K | Buy |
+3,537
| New | +$215K | 0.28% | 81 |
|