Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+3,048
| New | +$224K | 0.01% | 397 |
|
|
2023
Q3 | – | Sell |
-3,285
| Closed | -$204K | – | 184 |
|
|
2023
Q2 | $204K | Sell |
3,285
-1,057
| -24% | -$65.5K | 0.04% | 166 |
|
|
2023
Q1 | $260K | Sell |
4,342
-1,731
| -29% | -$104K | 0.06% | 146 |
|
|
2022
Q4 | $393K | Sell |
6,073
-2,117
| -26% | -$137K | 0.09% | 117 |
|
|
2022
Q3 | $502K | Hold |
8,190
| – | – | 0.13% | 96 |
|
|
2022
Q2 | $537K | Hold |
8,190
| – | – | 0.14% | 99 |
|
|
2022
Q1 | $650K | Sell |
8,190
-1
| -0% | -$79 | 0.16% | 85 |
|
|
2021
Q4 | $628K | Buy |
8,191
+1,968
| +32% | +$151K | 0.13% | 104 |
|
|
2021
Q3 | $412K | Sell |
6,223
-133
| -2% | -$8.81K | 0.1% | 109 |
|
|
2021
Q2 | $445K | Buy |
6,356
+133
| +2% | +$9.31K | 0.15% | 100 |
|
|
2021
Q1 | $406K | Buy |
6,223
+1,731
| +39% | +$113K | 0.15% | 97 |
|
|
2020
Q4 | $253K | Buy |
+4,492
| New | +$253K | 0.12% | 109 |
|