Lido Advisors’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
Q1 | – | Sell |
-6,606
| Closed | -$427K | – | 1264 |
|
|
2023
Q4 | $427K | Buy |
6,606
+1,652
| +33% | +$107K | ﹤0.01% | 825 |
|
|
2023
Q3 | $299K | Sell |
4,954
-1,439
| -23% | -$86.7K | ﹤0.01% | 821 |
|
|
2023
Q2 | $396K | Sell |
6,393
-2,674
| -29% | -$166K | ﹤0.01% | 729 |
|
|
2023
Q1 | $543K | Buy |
+9,067
| New | +$543K | 0.01% | 581 |
|
|
2020
Q1 | – | Sell |
-7,685
| Closed | -$431K | – | 606 |
|
|
2019
Q4 | $431K | Buy |
+7,685
| New | +$431K | 0.02% | 371 |
|