Prio Wealth Limited Partnership’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 | $714K | Sell |
11,294
-6,000
| -35% | -$380K | 0.02% | 171 |
|
|
2024
Q2 | $950K | Hold |
17,294
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $1.04M | Hold |
17,294
| – | – | 0.03% | 150 |
|
|
2023
Q4 | $1.12M | Buy |
17,294
+150
| +0.9% | +$9.69K | 0.04% | 136 |
|
|
2023
Q3 | $1.03M | Sell |
17,144
-2,000
| -10% | -$121K | 0.04% | 138 |
|
|
2023
Q2 | $1.19M | Sell |
19,144
-176
| -0.9% | -$10.9K | 0.04% | 132 |
|
|
2023
Q1 | $1.16M | Hold |
19,320
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $1.25M | Sell |
19,320
-1,150
| -6% | -$74.5K | 0.05% | 132 |
|
|
2022
Q3 | $1.26M | Hold |
20,470
| – | – | 0.05% | 128 |
|
|
2022
Q2 | $1.34M | Sell |
20,470
-1,676
| -8% | -$110K | 0.05% | 124 |
|
|
2022
Q1 | $1.76M | Hold |
22,146
| – | – | 0.06% | 119 |
|
|
2021
Q4 | $1.7M | Sell |
22,146
-500
| -2% | -$38.3K | 0.05% | 128 |
|
|
2021
Q3 | $1.5M | Sell |
22,646
-450
| -2% | -$29.8K | 0.05% | 133 |
|
|
2021
Q2 | $1.62M | Buy |
23,096
+100
| +0.4% | +$7.01K | 0.05% | 132 |
|
|
2021
Q1 | $1.5M | Hold |
22,996
| – | – | 0.05% | 130 |
|
|
2020
Q4 | $1.3M | Sell |
22,996
-1,050
| -4% | -$59.2K | 0.05% | 134 |
|
|
2020
Q3 | $1.11M | Hold |
24,046
| – | – | 0.05% | 134 |
|
|
2020
Q2 | $1.07M | Sell |
24,046
-613
| -2% | -$27.4K | 0.05% | 133 |
|
|
2020
Q1 | $1.05M | Hold |
24,659
| – | – | 0.06% | 122 |
|
|
2019
Q4 | $1.38M | Sell |
24,659
-625
| -2% | -$35.1K | 0.06% | 127 |
|
|
2019
Q3 | $1.47M | Hold |
25,284
| – | – | 0.07% | 122 |
|
|
2019
Q2 | $1.48M | Sell |
25,284
-4,000
| -14% | -$233K | 0.07% | 123 |
|
|
2019
Q1 | $1.59M | Sell |
29,284
-310
| -1% | -$16.8K | 0.07% | 121 |
|
|
2018
Q4 | $1.47M | Buy |
29,594
+800
| +3% | +$39.8K | 0.08% | 119 |
|
|
2018
Q3 | $1.75M | Sell |
28,794
-2,666
| -8% | -$162K | 0.08% | 120 |
|
|
2018
Q2 | $1.82M | Sell |
31,460
-500
| -2% | -$28.9K | 0.09% | 118 |
|
|
2018
Q1 | $1.82M | Buy |
31,960
+500
| +2% | +$28.4K | 0.09% | 119 |
|
|
2017
Q4 | $1.84M | Sell |
31,460
-174
| -0.6% | -$10.2K | 0.09% | 120 |
|
|
2017
Q3 | $1.78M | Sell |
31,634
-1,200
| -4% | -$67.5K | 0.09% | 119 |
|
|
2017
Q2 | $1.65M | Buy |
32,834
+2,276
| +7% | +$115K | 0.08% | 121 |
|
|
2017
Q1 | $1.53M | Hold |
30,558
| – | – | 0.08% | 123 |
|
|
2016
Q4 | $1.51M | Sell |
30,558
-9,310
| -23% | -$459K | 0.08% | 128 |
|
|
2016
Q3 | $1.77M | Sell |
39,868
-200
| -0.5% | -$8.88K | 0.09% | 122 |
|
|
2016
Q2 | $1.72M | Sell |
40,068
-900
| -2% | -$38.6K | 0.09% | 118 |
|
|
2016
Q1 | $1.77M | Sell |
40,968
-100
| -0.2% | -$4.31K | 0.1% | 121 |
|
|
2015
Q4 | $1.61M | Sell |
41,068
-1,010
| -2% | -$39.5K | 0.09% | 122 |
|
|
2015
Q3 | $1.66M | Sell |
42,078
-850
| -2% | -$33.5K | 0.09% | 121 |
|
|
2015
Q2 | $1.82M | Sell |
42,928
-1,700
| -4% | -$72.2K | 0.09% | 123 |
|
|
2015
Q1 | $1.91M | Sell |
44,628
-1,050
| -2% | -$45K | 0.09% | 119 |
|
|
2014
Q4 | $2.18M | Sell |
45,678
-191
| -0.4% | -$9.12K | 0.11% | 114 |
|
|
2014
Q3 | $2.27M | Sell |
45,869
-2,400
| -5% | -$119K | 0.12% | 114 |
|
|
2014
Q2 | $2.48M | Sell |
48,269
-7,233
| -13% | -$372K | 0.13% | 112 |
|
|
2014
Q1 | $2.61M | Sell |
55,502
-8,224
| -13% | -$386K | 0.13% | 113 |
|
|
2013
Q4 | $3M | Sell |
63,726
-400
| -0.6% | -$18.8K | 0.15% | 111 |
|
|
2013
Q3 | $2.89M | Sell |
64,126
-7,800
| -11% | -$351K | 0.16% | 107 |
|
|
2013
Q2 | $2.89M | Buy |
+71,926
| New | +$2.89M | 0.17% | 105 |
|