Modera 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 | $8.61M | Sell |
117,194
-5,988
| -5% | -$440K | 0.11% | 135 |
|
|
2025
Q1 | $7.38M | Sell |
123,182
-8,456
| -6% | -$507K | 0.1% | 141 |
|
|
2024
Q4 | $7.01M | Sell |
131,638
-11,975
| -8% | -$638K | 0.08% | 147 |
|
|
2024
Q3 | $9.08M | Sell |
143,613
-13,681
| -9% | -$865K | 0.12% | 119 |
|
|
2024
Q2 | $8.64M | Sell |
157,294
-27,327
| -15% | -$1.5M | 0.13% | 123 |
|
|
2024
Q1 | $11.1M | Sell |
184,621
-22,186
| -11% | -$1.34M | 0.17% | 104 |
|
|
2023
Q4 | $13.4M | Sell |
206,807
-24,898
| -11% | -$1.61M | 0.22% | 84 |
|
|
2023
Q3 | $14M | Sell |
231,705
-24,694
| -10% | -$1.49M | 0.26% | 78 |
|
|
2023
Q2 | $15.9M | Buy |
+256,399
| New | +$15.9M | 0.29% | 75 |
|
|
2014
Q1 | – | Sell |
-27,064
| Closed | -$1.28M | – | 83 |
|
|
2013
Q4 | $1.28M | Buy |
+27,064
| New | +$1.28M | 0.48% | 26 |
|