Powers Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $333K | Hold |
4,538
| – | – | 0.15% | 88 |
|
2025
Q1 | $272K | Sell |
4,538
-215
| -5% | -$12.9K | 0.13% | 92 |
|
2024
Q4 | $253K | Sell |
4,753
-400
| -8% | -$21.3K | 0.13% | 93 |
|
2024
Q3 | $326K | Hold |
5,153
| – | – | 0.16% | 78 |
|
2024
Q2 | $283K | Sell |
5,153
-55
| -1% | -$3.02K | 0.15% | 85 |
|
2024
Q1 | $314K | Hold |
5,208
| – | – | 0.18% | 79 |
|
2023
Q4 | $337K | Buy |
5,208
+410
| +9% | +$26.5K | 0.21% | 72 |
|
2023
Q3 | $289K | Buy |
4,798
+166
| +4% | +$10K | 0.2% | 75 |
|
2023
Q2 | $287K | Buy |
4,632
+365
| +9% | +$22.6K | 0.19% | 76 |
|
2023
Q1 | $256K | Hold |
4,267
| – | – | 0.18% | 81 |
|
2022
Q4 | $276K | Hold |
4,267
| – | – | 0.2% | 79 |
|
2022
Q3 | $262K | Hold |
4,267
| – | – | 0.21% | 78 |
|
2022
Q2 | $280K | Hold |
4,267
| – | – | 0.22% | 78 |
|
2022
Q1 | $339K | Buy |
4,267
+185
| +5% | +$14.7K | 0.24% | 76 |
|
2021
Q4 | $313K | Buy |
+4,082
| New | +$313K | 0.22% | 80 |
|