Lake Street Private Wealth’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,487
| Closed | -$273K | – | 315 |
|
|
2023
Q3 | $273K | Sell |
4,487
-164
| -4% | -$9.96K | 0.05% | 237 |
|
|
2023
Q2 | $288K | Sell |
4,651
-365
| -7% | -$22.6K | 0.05% | 232 |
|
|
2023
Q1 | $300K | Buy |
5,016
+1,388
| +38% | +$83.1K | 0.06% | 229 |
|
|
2022
Q4 | $235K | Sell |
3,628
-288
| -7% | -$18.7K | 0.05% | 243 |
|
|
2022
Q3 | $240K | Sell |
3,916
-1,491
| -28% | -$91.4K | 0.06% | 238 |
|
|
2022
Q2 | $355K | Buy |
+5,407
| New | +$355K | 0.07% | 206 |
|
|
2020
Q2 | – | Sell |
-32,519
| Closed | -$1.38M | – | 155 |
|
|
2020
Q1 | $1.38M | Buy |
32,519
+1,356
| +4% | +$57.6K | 0.63% | 59 |
|
|
2019
Q4 | $1.75M | Buy |
31,163
+1,188
| +4% | +$66.6K | 0.67% | 60 |
|
|
2019
Q3 | $1.75M | Buy |
29,975
+590
| +2% | +$34.4K | 0.8% | 49 |
|
|
2019
Q2 | $1.71M | Buy |
29,385
+3,987
| +16% | +$232K | 1.01% | 35 |
|
|
2019
Q1 | $1.38M | Buy |
+25,398
| New | +$1.38M | 0.95% | 43 |
|