Masso Torrence 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 | $266K | Sell |
3,623
-47
| -1% | -$3.45K | 0.12% | 87 |
|
|
2025
Q1 | $220K | Buy |
+3,670
| New | +$220K | 0.12% | 89 |
|
|
2024
Q1 | – | Sell |
-3,678
| Closed | -$238K | – | 98 |
|
|
2023
Q4 | $238K | Sell |
3,678
-166
| -4% | -$10.7K | 0.16% | 80 |
|
|
2023
Q3 | $232K | Hold |
3,844
| – | – | 0.18% | 74 |
|
|
2023
Q2 | $238K | Sell |
3,844
-2,115
| -35% | -$131K | 0.17% | 74 |
|
|
2023
Q1 | $357K | Buy |
5,959
+54
| +0.9% | +$3.24K | 0.28% | 67 |
|
|
2022
Q4 | $382K | Buy |
5,905
+344
| +6% | +$22.3K | 0.3% | 64 |
|
|
2022
Q3 | $341K | Buy |
5,561
+66
| +1% | +$4.05K | 0.3% | 56 |
|
|
2022
Q2 | $360K | Hold |
5,495
| – | – | 0.32% | 56 |
|
|
2022
Q1 | $436K | Hold |
5,495
| – | – | 0.35% | 51 |
|
|
2021
Q4 | $421K | Buy |
+5,495
| New | +$421K | 0.29% | 62 |
|