Lane & Associates’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,850
| Closed | -$267K | – | 121 |
|
|
2024
Q2 | $267K | Sell |
4,850
-53
| -1% | -$2.91K | 0.16% | 93 |
|
|
2024
Q1 | $296K | Sell |
4,903
-54
| -1% | -$3.26K | 0.19% | 87 |
|
|
2023
Q4 | $320K | Sell |
4,957
-618
| -11% | -$39.9K | 0.23% | 76 |
|
|
2023
Q3 | $336K | Sell |
5,575
-14
| -0.3% | -$844 | 0.27% | 71 |
|
|
2023
Q2 | $347K | Buy |
5,589
+803
| +17% | +$49.8K | 0.28% | 68 |
|
|
2023
Q1 | $287K | Buy |
+4,786
| New | +$287K | 0.26% | 75 |
|