Old North State 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 | $265K | Sell |
3,609
-384
| -10% | -$28.2K | 0.14% | 102 |
|
|
2025
Q1 | $239K | Buy |
+3,993
| New | +$239K | 0.13% | 99 |
|
|
2024
Q4 | – | Sell |
-3,317
| Closed | -$210K | – | 115 |
|
|
2024
Q3 | $210K | Buy |
+3,317
| New | +$210K | 0.12% | 108 |
|
|
2022
Q2 | – | Sell |
-2,685
| Closed | -$213K | – | 61 |
|
|
2022
Q1 | $213K | Buy |
2,685
+23
| +0.9% | +$1.83K | 0.21% | 58 |
|
|
2021
Q4 | $204K | Buy |
+2,662
| New | +$204K | 0.21% | 56 |
|