Pacific Wealth Strategies Group’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 |
-16,605
| Closed | -$913K | – | 52 |
|
|
2024
Q2 | $913K | Buy |
16,605
+51
| +0.3% | +$2.8K | 0.75% | 31 |
|
|
2024
Q1 | $1,000K | Buy |
16,554
+1,935
| +13% | +$117K | 0.83% | 30 |
|
|
2023
Q4 | $945K | Sell |
14,619
-352
| -2% | -$22.7K | 0.9% | 29 |
|
|
2023
Q3 | $902K | Buy |
14,971
+7,448
| +99% | +$449K | 0.95% | 30 |
|
|
2023
Q2 | $467K | Buy |
7,523
+2,030
| +37% | +$126K | 0.48% | 39 |
|
|
2023
Q1 | $329K | Buy |
+5,493
| New | +$329K | 0.38% | 41 |
|