Mascoma Wealth Management’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 | $47.3K | Hold |
644
| – | – | 0.01% | 194 |
|
|
2025
Q1 | $38.6K | Hold |
644
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $34.3K | Hold |
644
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $40.7K | Hold |
644
| – | – | 0.01% | 209 |
|
|
2024
Q2 | $35.4K | Hold |
644
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $38.9K | Hold |
644
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $41.6K | Hold |
644
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $38.8K | Hold |
644
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $41K | Sell |
644
-744
| -54% | -$47.4K | 0.01% | 205 |
|
|
2023
Q1 | $84.2K | Buy |
1,388
+244
| +21% | +$14.8K | 0.02% | 183 |
|
|
2022
Q4 | $74.1K | Hold |
1,144
| – | – | 0.02% | 194 |
|
|
2022
Q3 | $70K | Buy |
1,144
+50
| +5% | +$3.06K | 0.02% | 200 |
|
|
2022
Q2 | $72K | Hold |
1,094
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $87K | Hold |
1,094
| – | – | 0.03% | 202 |
|
|
2021
Q4 | $84K | Hold |
1,094
| – | – | 0.03% | 177 |
|
|
2021
Q3 | $72K | Buy |
+1,094
| New | +$72K | 0.03% | 175 |
|
|
2021
Q2 | – | Sell |
-1,094
| Closed | -$71K | – | 389 |
|
|
2021
Q1 | $71K | Buy |
+1,094
| New | +$71K | 0.03% | 175 |
|