Sheaff Brock Investment Advisors’s Toronto Dominion Bank TD Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,667	Closed	-$282K	–	506
2024 Q1	$282K	Hold	4,667	–	–	0.02%	356
2023 Q4	$302K	Hold	4,667	–	–	0.02%	341
2023 Q3	$281K	Buy	4,667 +36	+0.8%	+$2.17K	0.03%	335
2023 Q2	$287K	Buy	4,631 +38	+0.8%	+$2.36K	0.02%	349
2023 Q1	$275K	Buy	4,593 +34	+0.7%	+$2.04K	0.03%	358
2022 Q4	$295K	Buy	4,559 +32	+0.7%	+$2.07K	0.03%	339
2022 Q3	$278K	Buy	4,527 +33	+0.7%	+$2.03K	0.03%	343
2022 Q2	$295K	Buy	4,494 +29	+0.6%	+$1.9K	0.02%	335
2022 Q1	$354K	Buy	4,465 +27	+0.6%	+$2.14K	0.02%	327
2021 Q4	$341K	Buy	4,438 +27	+0.6%	+$2.08K	0.02%	341
2021 Q3	$292K	Buy	4,411 +28	+0.6%	+$1.85K	0.02%	380
2021 Q2	$307K	Buy	4,383 +29	+0.7%	+$2.03K	0.02%	359
2021 Q1	$284K	Sell	4,354 -143	-3%	-$9.33K	0.02%	358
2020 Q4	$254K	Sell	4,497 -176	-4%	-$9.94K	0.02%	366
2020 Q3	$216K	Buy	4,673 +41	+0.9%	+$1.9K	0.02%	374
2020 Q2	$207K	Buy	+4,632	New	+$207K	0.02%	371
2020 Q1	–	Sell	-4,659	Closed	-$261K	–	477
2019 Q4	$261K	Buy	4,659 +205	+5%	+$11.5K	0.03%	357
2019 Q3	$259K	Buy	4,454 +3	+0.1%	+$174	0.03%	353
2019 Q2	$260K	Buy	4,451 +29	+0.7%	+$1.69K	0.03%	355
2019 Q1	$240K	Buy	4,422 +26	+0.6%	+$1.41K	0.03%	388
2018 Q4	$219K	Sell	4,396 -13	-0.3%	-$648	0.03%	378
2018 Q3	$268K	Buy	4,409 +224	+5%	+$13.6K	0.03%	369
2018 Q2	$242K	Buy	4,185 +26	+0.6%	+$1.5K	0.02%	392
2018 Q1	$236K	Sell	4,159 -213	-5%	-$12.1K	0.02%	397
2017 Q4	$256K	Buy	4,372 +22	+0.5%	+$1.29K	0.03%	384
2017 Q3	$245K	Buy	4,350 +124	+3%	+$6.98K	0.03%	415
2017 Q2	$213K	Sell	4,226 -271	-6%	-$13.7K	0.03%	492
2017 Q1	$225K	Sell	4,497 -15,176	-77%	-$759K	0.03%	474
2016 Q4	$971K	Buy	19,673 +426	+2%	+$21K	0.12%	166
2016 Q3	$855K	Buy	19,247 +28	+0.1%	+$1.24K	0.11%	185
2016 Q2	$825K	Buy	19,219 +28	+0.1%	+$1.2K	0.1%	198
2016 Q1	$828K	Buy	19,191 +2,802	+17%	+$121K	0.1%	194
2015 Q4	$642K	Buy	+16,389	New	+$642K	0.07%	270