LGWM
Litman Gregory Wealth Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
3,325
-1,300
| -28% | -$95.5K | 0.02% | 127 |
|
|
2025
Q1 | $277K | Sell |
4,625
-250
| -5% | -$15K | 0.02% | 121 |
|
|
2024
Q4 | $260K | Hold |
4,875
| – | – | 0.02% | 118 |
|
|
2024
Q3 | $308K | Sell |
4,875
-1,250
| -20% | -$79.1K | 0.03% | 114 |
|
|
2024
Q2 | $337K | Buy |
6,125
+1,250
| +26% | +$68.7K | 0.03% | 108 |
|
|
2024
Q1 | $294K | Buy |
4,875
+500
| +11% | +$30.2K | 0.03% | 109 |
|
|
2023
Q4 | $283K | Buy |
4,375
+750
| +21% | +$48.5K | 0.03% | 106 |
|
|
2023
Q3 | $218K | Buy |
+3,625
| New | +$218K | 0.02% | 117 |
|
|
2020
Q4 | – | Sell |
-96
| Closed | -$4K | – | 216 |
|
|
2020
Q3 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 186 |
|