Sax Wealth Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $244K | Hold |
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|
2025
Q2 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $502K | Hold |
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|
2022
Q2 | $537K | Hold |
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|
2022
Q1 | $650K | Sell |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $253K | Buy |
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