Massachusetts 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,493
| Closed | -$851K | – | 96 |
|
|
2024
Q2 | $851K | Sell |
15,493
-275
| -2% | -$15.1K | 0.57% | 61 |
|
|
2024
Q1 | $952K | Sell |
15,768
-125
| -0.8% | -$7.55K | 0.67% | 59 |
|
|
2023
Q4 | $1.03M | Sell |
15,893
-125
| -0.8% | -$8.08K | 0.83% | 52 |
|
|
2023
Q3 | $965K | Sell |
16,018
-66
| -0.4% | -$3.98K | 0.89% | 47 |
|
|
2023
Q2 | $997K | Sell |
16,084
-225
| -1% | -$14K | 0.95% | 46 |
|
|
2023
Q1 | $977K | Sell |
16,309
-725
| -4% | -$43.4K | 1.01% | 43 |
|
|
2022
Q4 | $1.18M | Buy |
+17,034
| New | +$1.18M | 1.14% | 38 |
|