M Holdings Securities’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 |
-23,241
| Closed | -$1.5M | – | 177 |
|
|
2023
Q4 | $1.5M | Sell |
23,241
-1,000
| -4% | -$64.6K | 0.17% | 90 |
|
|
2023
Q3 | $1.46M | Buy |
+24,241
| New | +$1.46M | 0.19% | 85 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 404 |
|
|
2023
Q1 | – | Sell |
-24,128
| Closed | -$1.56M | – | 453 |
|
|
2022
Q4 | $1.56M | Sell |
24,128
-15
| -0.1% | -$971 | 0.16% | 113 |
|
|
2022
Q3 | $1.48M | Buy |
24,143
+272
| +1% | +$16.7K | 0.16% | 113 |
|
|
2022
Q2 | $1.57M | Buy |
23,871
+405
| +2% | +$26.6K | 0.16% | 109 |
|
|
2022
Q1 | $1.86M | Buy |
+23,466
| New | +$1.86M | 0.14% | 112 |
|
|
2021
Q2 | $1.67M | Buy |
23,833
+1,991
| +9% | +$140K | 0.16% | 116 |
|
|
2021
Q1 | $1.42M | Buy |
+21,842
| New | +$1.42M | 0.13% | 149 |
|