Marble Harbor Investment Counsel’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
4,910
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $294K | Hold |
4,910
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $261K | Hold |
4,910
| – | – | 0.03% | 189 |
|
|
2024
Q3 | $311K | Sell |
4,910
-400
| -8% | -$25.3K | 0.03% | 179 |
|
|
2024
Q2 | $292K | Hold |
5,310
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $321K | Hold |
5,310
| – | – | 0.04% | 164 |
|
|
2023
Q4 | $343K | Hold |
5,310
| – | – | 0.04% | 153 |
|
|
2023
Q3 | $320K | Hold |
5,310
| – | – | 0.04% | 149 |
|
|
2023
Q2 | $329K | Hold |
5,310
| – | – | 0.04% | 154 |
|
|
2023
Q1 | $318K | Buy |
5,310
+400
| +8% | +$24K | 0.04% | 155 |
|
|
2022
Q4 | $318K | Hold |
4,910
| – | – | 0.04% | 150 |
|
|
2022
Q3 | $301K | Hold |
4,910
| – | – | 0.05% | 142 |
|
|
2022
Q2 | $322K | Hold |
4,910
| – | – | 0.05% | 149 |
|
|
2022
Q1 | $390K | Buy |
4,910
+1,200
| +32% | +$95.3K | 0.05% | 143 |
|
|
2021
Q4 | $284K | Hold |
3,710
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $245K | Hold |
3,710
| – | – | 0.03% | 174 |
|
|
2021
Q2 | $260K | Hold |
3,710
| – | – | 0.03% | 173 |
|
|
2021
Q1 | $242K | Hold |
3,710
| – | – | 0.03% | 171 |
|
|
2020
Q4 | $209K | Buy |
+3,710
| New | +$209K | 0.03% | 174 |
|
|
2020
Q1 | – | Sell |
-3,710
| Closed | -$208K | – | 167 |
|
|
2019
Q4 | $208K | Hold |
3,710
| – | – | 0.03% | 159 |
|
|
2019
Q3 | $216K | Buy |
3,710
+150
| +4% | +$8.73K | 0.04% | 142 |
|
|
2019
Q2 | $208K | Buy |
+3,560
| New | +$208K | 0.04% | 148 |
|
|
2018
Q4 | – | Sell |
-3,560
| Closed | -$216K | – | 146 |
|
|
2018
Q3 | $216K | Hold |
3,560
| – | – | 0.04% | 144 |
|
|
2018
Q2 | $206K | Buy |
+3,560
| New | +$206K | 0.04% | 150 |
|