Marcum Wealth’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
Q1 | $357K | Buy |
5,962
+604
| +11% | +$36.2K | 0.03% | 255 |
|
|
2024
Q4 | $285K | Sell |
5,358
-170
| -3% | -$9.05K | 0.02% | 292 |
|
|
2024
Q3 | $350K | Hold |
5,528
| – | – | 0.03% | 249 |
|
|
2024
Q2 | $304K | Sell |
5,528
-47
| -0.8% | -$2.58K | 0.03% | 272 |
|
|
2024
Q1 | $337K | Buy |
+5,575
| New | +$337K | 0.03% | 249 |
|
|
2021
Q2 | – | Sell |
-5,755
| Closed | -$375K | – | 355 |
|
|
2021
Q1 | $375K | Buy |
+5,755
| New | +$375K | 0.06% | 181 |
|