Kingsview Wealth Management’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 | $273K | Hold |
3,719
| – | – | ﹤0.01% | 977 |
|
|
2025
Q1 | $223K | Sell |
3,719
-97
| -3% | -$5.81K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $203K | Buy |
+3,816
| New | +$203K | ﹤0.01% | 1054 |
|
|
2021
Q4 | – | Sell |
-7,238
| Closed | -$479K | – | 951 |
|
|
2021
Q3 | $479K | Sell |
7,238
-2,701
| -27% | -$179K | 0.02% | 558 |
|
|
2021
Q2 | $702K | Sell |
9,939
-2,533
| -20% | -$179K | 0.03% | 472 |
|
|
2021
Q1 | $820K | Buy |
12,472
+339
| +3% | +$22.3K | 0.05% | 384 |
|
|
2020
Q4 | $685K | Sell |
12,133
-625
| -5% | -$35.3K | 0.05% | 370 |
|
|
2020
Q3 | $590K | Sell |
12,758
-1,469
| -10% | -$67.9K | 0.05% | 331 |
|
|
2020
Q2 | $635K | Buy |
14,227
+1,406
| +11% | +$62.8K | 0.06% | 284 |
|
|
2020
Q1 | $544K | Buy |
12,821
+240
| +2% | +$10.2K | 0.07% | 256 |
|
|
2019
Q4 | $706K | Hold |
12,581
| – | – | 0.09% | 234 |
|
|
2019
Q3 | $733K | Sell |
12,581
-233
| -2% | -$13.6K | 0.12% | 193 |
|
|
2019
Q2 | $748K | Sell |
12,814
-400
| -3% | -$23.3K | 0.13% | 189 |
|
|
2019
Q1 | $718K | Buy |
13,214
+683
| +5% | +$37.1K | 0.11% | 218 |
|
|
2018
Q4 | $623K | Hold |
12,531
| – | – | 0.14% | 188 |
|
|
2018
Q3 | $762K | Buy |
12,531
+86
| +0.7% | +$5.23K | 0.15% | 178 |
|
|
2018
Q2 | $720K | Hold |
12,445
| – | – | 0.17% | 153 |
|
|
2018
Q1 | $707K | Buy |
12,445
+193
| +2% | +$11K | 0.18% | 153 |
|
|
2017
Q4 | $718K | Sell |
12,252
-100
| -0.8% | -$5.86K | 0.26% | 120 |
|
|
2017
Q3 | $695K | Sell |
12,352
-498
| -4% | -$28K | 0.31% | 100 |
|
|
2017
Q2 | $647K | Buy |
12,850
+100
| +0.8% | +$5.04K | 0.33% | 98 |
|
|
2017
Q1 | $639K | Buy |
+12,750
| New | +$639K | 0.38% | 93 |
|