SeaCrest Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,202
| Closed | -$203K | – | 699 |
|
|
2024
Q3 | $203K | Sell |
3,202
-1,546
| -33% | -$97.8K | 0.02% | 610 |
|
|
2024
Q2 | $261K | Sell |
4,748
-230
| -5% | -$12.6K | 0.03% | 504 |
|
|
2024
Q1 | $301K | Sell |
4,978
-859
| -15% | -$51.9K | 0.04% | 440 |
|
|
2023
Q4 | $376K | Sell |
5,837
-1,014
| -15% | -$65.3K | 0.05% | 383 |
|
|
2023
Q3 | $413K | Sell |
6,851
-623
| -8% | -$37.5K | 0.05% | 356 |
|
|
2023
Q2 | $463K | Buy |
7,474
+207
| +3% | +$12.8K | 0.06% | 340 |
|
|
2023
Q1 | $435K | Sell |
7,267
-487
| -6% | -$29.2K | 0.06% | 357 |
|
|
2022
Q4 | $502K | Sell |
7,754
-12
| -0.2% | -$777 | 0.07% | 323 |
|
|
2022
Q3 | $476K | Buy |
7,766
+599
| +8% | +$36.7K | 0.07% | 308 |
|
|
2022
Q2 | $470K | Buy |
7,167
+669
| +10% | +$43.9K | 0.06% | 341 |
|
|
2022
Q1 | $516K | Sell |
6,498
-370
| -5% | -$29.4K | 0.06% | 345 |
|
|
2021
Q4 | $527K | Sell |
6,868
-82
| -1% | -$6.29K | 0.06% | 341 |
|
|
2021
Q3 | $460K | Sell |
6,950
-100
| -1% | -$6.62K | 0.06% | 363 |
|
|
2021
Q2 | $494K | Hold |
7,050
| – | – | 0.06% | 342 |
|
|
2021
Q1 | $460K | Buy |
7,050
+120
| +2% | +$7.83K | 0.06% | 330 |
|
|
2020
Q4 | $391K | Buy |
6,930
+363
| +6% | +$20.5K | 0.06% | 352 |
|
|
2020
Q3 | $304K | Sell |
6,567
-17
| -0.3% | -$787 | 0.05% | 388 |
|
|
2020
Q2 | $294K | Buy |
6,584
+63
| +1% | +$2.81K | 0.05% | 390 |
|
|
2020
Q1 | $276K | Sell |
6,521
-1,340
| -17% | -$56.7K | 0.06% | 345 |
|
|
2019
Q4 | $441K | Sell |
7,861
-165
| -2% | -$9.26K | 0.07% | 307 |
|
|
2019
Q3 | $468K | Hold |
8,026
| – | – | 0.09% | 274 |
|
|
2019
Q2 | $468K | Sell |
8,026
-163
| -2% | -$9.51K | 0.1% | 261 |
|
|
2019
Q1 | $445K | Sell |
8,189
-301
| -4% | -$16.4K | 0.08% | 257 |
|
|
2018
Q4 | $422K | Buy |
8,490
+20
| +0.2% | +$994 | 0.09% | 237 |
|
|
2018
Q3 | $515K | Buy |
8,470
+803
| +10% | +$48.8K | 0.09% | 251 |
|
|
2018
Q2 | $444K | Sell |
7,667
-130
| -2% | -$7.53K | 0.08% | 281 |
|
|
2018
Q1 | $443K | Buy |
7,797
+562
| +8% | +$31.9K | 0.08% | 272 |
|
|
2017
Q4 | $424K | Buy |
+7,235
| New | +$424K | 0.08% | 279 |
|