RSWM
Robertson Stephens Wealth Management’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,748
| Closed | -$300K | – | 631 |
|
|
2024
Q3 | $300K | Buy |
4,748
+912
| +24% | +$57.7K | 0.01% | 521 |
|
|
2024
Q2 | $211K | Buy |
3,836
+278
| +8% | +$15.3K | 0.01% | 468 |
|
|
2024
Q1 | $215K | Buy |
+3,558
| New | +$215K | 0.01% | 472 |
|
|
2022
Q2 | – | Sell |
-4,090
| Closed | -$324K | – | 410 |
|
|
2022
Q1 | $324K | Sell |
4,090
-4,393
| -52% | -$348K | 0.03% | 300 |
|
|
2021
Q4 | $650K | Buy |
+8,483
| New | +$650K | 0.05% | 233 |
|