River Wealth Advisors’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
Q4 | – | Sell |
-5,783
| Closed | -$348K | – | 216 |
|
|
2023
Q3 | $348K | Sell |
5,783
-8
| -0.1% | -$482 | 0.06% | 163 |
|
|
2023
Q2 | $359K | Sell |
5,791
-250
| -4% | -$15.5K | 0.06% | 169 |
|
|
2023
Q1 | $362K | Sell |
6,041
-590
| -9% | -$35.3K | 0.07% | 165 |
|
|
2022
Q4 | $429K | Hold |
6,631
| – | – | 0.08% | 158 |
|
|
2022
Q3 | $407K | Sell |
6,631
-448
| -6% | -$27.5K | 0.09% | 148 |
|
|
2022
Q2 | $464K | Buy |
7,079
+2,011
| +40% | +$132K | 0.09% | 153 |
|
|
2022
Q1 | $403K | Hold |
5,068
| – | – | 0.06% | 165 |
|
|
2021
Q4 | $389K | Buy |
5,068
+1,016
| +25% | +$78K | 0.06% | 172 |
|
|
2021
Q3 | $268K | Sell |
4,052
-125
| -3% | -$8.27K | 0.05% | 190 |
|
|
2021
Q2 | $293K | Sell |
4,177
-325
| -7% | -$22.8K | 0.05% | 185 |
|
|
2021
Q1 | $294K | Buy |
4,502
+25
| +0.6% | +$1.63K | 0.06% | 184 |
|
|
2020
Q4 | $253K | Sell |
4,477
-325
| -7% | -$18.4K | 0.05% | 187 |
|
|
2020
Q3 | $222K | Sell |
4,802
-350
| -7% | -$16.2K | 0.06% | 187 |
|
|
2020
Q2 | $230K | Hold |
5,152
| – | – | 0.07% | 169 |
|
|
2020
Q1 | $218K | Buy |
+5,152
| New | +$218K | 0.09% | 146 |
|
|
2019
Q1 | – | Sell |
-1,352
| Closed | -$67K | – | 456 |
|
|
2018
Q4 | $67K | Sell |
1,352
-219
| -14% | -$10.9K | 0.03% | 219 |
|
|
2018
Q3 | $96K | Hold |
1,571
| – | – | 0.04% | 211 |
|
|
2018
Q2 | $91K | Buy |
+1,571
| New | +$91K | 0.04% | 213 |
|