Mark Sheptoff Financial Planning’s Toronto Dominion Bank TD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-59	Closed	-$4.33K	–	541
2025 Q2	$4.33K	Buy	+59	New	+$3.85K	﹤0.01%	411
2023 Q2	–	Sell	-584	Closed	-$35K	–	402
2023 Q1	$35K	Hold	584	–	–	0.02%	176
2022 Q4	$37.8K	Hold	584	–	–	0.02%	164
2022 Q3	$36K	Hold	584	–	–	0.02%	165
2022 Q2	$38K	Buy	584 +222	+61%	+$16.1K	0.02%	175
2022 Q1	$29K	Hold	362	–	–	0.01%	214
2021 Q4	$28K	Buy	362 +14	+4%	+$1.02K	0.01%	224
2021 Q3	$23K	Hold	348	–	–	0.01%	235
2021 Q2	$24K	Hold	348	–	–	0.01%	252
2021 Q1	$23K	Hold	348	–	–	0.01%	219
2020 Q4	$20K	Hold	348	–	–	0.01%	220
2020 Q3	$16K	Hold	348	–	–	0.01%	205
2020 Q2	$16K	Sell	348 -217	-38%	-$9.24K	0.01%	218
2020 Q1	$24K	Hold	565	–	–	0.02%	171
2019 Q4	$32K	Hold	565	–	–	0.02%	180
2019 Q3	$33K	Hold	565	–	–	0.02%	176
2019 Q2	$33K	Hold	565	–	–	0.02%	182
2019 Q1	$31K	Hold	565	–	–	0.02%	182
2018 Q4	$28K	Hold	565	–	–	0.02%	171
2018 Q3	$34K	Hold	565	–	–	0.02%	194
2018 Q2	$33K	Hold	565	–	–	0.02%	191
2018 Q1	$32K	Sell	565 -39	-6%	-$2.28K	0.02%	199
2017 Q4	$35K	Sell	604 -140	-19%	-$8K	0.02%	197
2017 Q3	$42K	Hold	744	–	–	0.03%	184
2017 Q2	$37K	Sell	744 -1	-0.1%	-$48	0.03%	193
2017 Q1	$37K	Buy	745 +1	+0.1%	+$51	0.03%	195
2016 Q4	$37K	Hold	744	–	–	0.03%	193
2016 Q3	$33K	Hold	744	–	–	0.02%	194
2016 Q2	$32K	Hold	744	–	–	0.02%	182
2016 Q1	$32K	Hold	744	–	–	0.03%	177
2015 Q4	$29K	Hold	744	–	–	0.02%	196
2015 Q3	$29K	Hold	744	–	–	0.03%	192
2015 Q2	$32K	Hold	744	–	–	0.03%	197
2015 Q1	$32K	Hold	744	–	–	0.03%	191
2014 Q4	$36K	Hold	744	–	–	0.03%	189
2014 Q3	$37K	Hold	744	–	–	0.03%	186
2014 Q2	$38K	Hold	744	–	–	0.03%	190
2014 Q1	$35K	Buy	+744	New	+$33.5K	0.03%	207