Levy Wealth Management Group’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,727
| Closed | -$217K | – | 78 |
|
|
2022
Q1 | $217K | Sell |
2,727
-365
| -12% | -$29K | 0.09% | 68 |
|
|
2021
Q4 | $237K | Hold |
3,092
| – | – | 0.11% | 68 |
|
|
2021
Q3 | $205K | Hold |
3,092
| – | – | 0.11% | 66 |
|
|
2021
Q2 | $217K | Sell |
3,092
-200
| -6% | -$14K | 0.12% | 65 |
|
|
2021
Q1 | $215K | Buy |
+3,292
| New | +$215K | 0.14% | 61 |
|