LWL
Leo Wealth LLC’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+3,110
| New | +$228K | 0.02% | 355 |
|
|
2025
Q1 | – | Sell |
-12,630
| Closed | -$672K | – | 364 |
|
|
2024
Q4 | $672K | Buy |
12,630
+41
| +0.3% | +$2.18K | 0.06% | 196 |
|
|
2024
Q3 | $796K | Buy |
12,589
+10
| +0.1% | +$633 | 0.07% | 176 |
|
|
2024
Q2 | $687K | Sell |
12,579
-313
| -2% | -$17.1K | 0.07% | 184 |
|
|
2024
Q1 | $777K | Sell |
12,892
-174
| -1% | -$10.5K | 0.08% | 170 |
|
|
2023
Q4 | $805K | Buy |
+13,066
| New | +$805K | 0.08% | 153 |
|