Proquility Private Wealth Partners’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,641
| Closed | -$430K | – | 101 |
|
|
2022
Q4 | $430K | Sell |
6,641
-4,737
| -42% | -$307K | 0.18% | 84 |
|
|
2022
Q3 | $698K | Buy |
11,378
+1,303
| +13% | +$79.9K | 0.32% | 72 |
|
|
2022
Q2 | $661K | Sell |
10,075
-783
| -7% | -$51.4K | 0.28% | 77 |
|
|
2022
Q1 | $766K | Buy |
10,858
+2,539
| +31% | +$179K | 0.32% | 72 |
|
|
2021
Q4 | $705K | Buy |
+8,319
| New | +$705K | 0.25% | 82 |
|