Schechter Investment 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
Q1 | $312K | Hold |
5,200
| – | – | 0.03% | 467 |
|
|
2024
Q4 | $277K | Buy |
5,200
+22
| +0.4% | +$1.17K | 0.02% | 509 |
|
|
2024
Q3 | $328K | Buy |
+5,178
| New | +$328K | 0.02% | 479 |
|
|
2024
Q2 | – | Sell |
-7,780
| Closed | -$470K | – | 681 |
|
|
2024
Q1 | $470K | Buy |
7,780
+83
| +1% | +$5.01K | 0.04% | 390 |
|
|
2023
Q4 | $497K | Buy |
7,697
+434
| +6% | +$28K | 0.04% | 351 |
|
|
2023
Q3 | $438K | Buy |
7,263
+3,073
| +73% | +$185K | 0.04% | 372 |
|
|
2023
Q2 | $260K | Sell |
4,190
-3,215
| -43% | -$199K | 0.02% | 519 |
|
|
2023
Q1 | $444K | Buy |
7,405
+75
| +1% | +$4.49K | 0.04% | 439 |
|
|
2022
Q4 | $475K | Buy |
7,330
+600
| +9% | +$38.9K | 0.04% | 519 |
|
|
2022
Q3 | $413K | Buy |
6,730
+650
| +11% | +$39.9K | 0.04% | 567 |
|
|
2022
Q2 | $398K | Sell |
6,080
-1,331
| -18% | -$87.1K | 0.04% | 600 |
|
|
2022
Q1 | $589K | Buy |
7,411
+1,785
| +32% | +$142K | 0.05% | 480 |
|
|
2021
Q4 | $431K | Buy |
+5,626
| New | +$431K | 0.04% | 553 |
|