SSA
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Sierra Summit Advisors’s Toronto Dominion Bank TD Stock Holding History

Sierra Summit 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
-4,438
Closed -$268K – 163
2024
Q1 		$268K Buy
4,438
+423
+11% +$25.5K 0.07% 136
2023
Q4 		$259K Buy
+4,015
New +$259K 0.08% 157