Silvercrest Asset Management’s Toronto Dominion Bank TD Stock Holding History

Silvercrest Asset Management’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	-3,641	Closed	-$220K	–	940
2024 Q1	$220K	Hold	3,641	–	–	﹤0.01%	845
2023 Q4	$235K	Sell	3,641 -50	-1%	-$3.23K	﹤0.01%	777
2023 Q3	$222K	Hold	3,691	–	–	﹤0.01%	784
2023 Q2	$229K	Sell	3,691 -78	-2%	-$4.84K	﹤0.01%	783
2023 Q1	$226K	Buy	3,769 +200	+6%	+$12K	﹤0.01%	759
2022 Q4	$231K	Sell	3,569 -156	-4%	-$10.1K	﹤0.01%	741
2022 Q3	$228K	Hold	3,725	–	–	﹤0.01%	741
2022 Q2	$244K	Hold	3,725	–	–	﹤0.01%	747
2022 Q1	$296K	Hold	3,725	–	–	﹤0.01%	765
2021 Q4	$286K	Hold	3,725	–	–	﹤0.01%	753
2021 Q3	$246K	Hold	3,725	–	–	﹤0.01%	782
2021 Q2	$261K	Hold	3,725	–	–	﹤0.01%	778
2021 Q1	$243K	Sell	3,725 -164	-4%	-$10.7K	﹤0.01%	779
2020 Q4	$219K	Buy	+3,889	New	+$219K	﹤0.01%	763
2020 Q1	–	Sell	-3,747	Closed	-$210K	–	777
2019 Q4	$210K	Hold	3,747	–	–	﹤0.01%	708
2019 Q3	$218K	Hold	3,747	–	–	﹤0.01%	680
2019 Q2	$219K	Hold	3,747	–	–	﹤0.01%	527
2019 Q1	$204K	Buy	+3,747	New	+$204K	﹤0.01%	543
2018 Q4	–	Sell	-3,767	Closed	-$229K	–	541
2018 Q3	$229K	Buy	3,767 +42	+1%	+$2.55K	﹤0.01%	503
2018 Q2	$216K	Sell	3,725 -279	-7%	-$16.2K	﹤0.01%	515
2018 Q1	$228K	Hold	4,004	–	–	﹤0.01%	509
2017 Q4	$235K	Hold	4,004	–	–	﹤0.01%	516
2017 Q3	$225K	Sell	4,004 -1,202	-23%	-$67.5K	﹤0.01%	518
2017 Q2	$262K	Hold	5,206	–	–	﹤0.01%	485
2017 Q1	$261K	Hold	5,206	–	–	﹤0.01%	504
2016 Q4	$257K	Hold	5,206	–	–	﹤0.01%	513
2016 Q3	$231K	Sell	5,206 -270	-5%	-$12K	﹤0.01%	499
2016 Q2	$235K	Sell	5,476 -305	-5%	-$13.1K	﹤0.01%	501
2016 Q1	$249K	Buy	5,781 +575	+11%	+$24.8K	﹤0.01%	492
2015 Q4	$204K	Buy	+5,206	New	+$204K	﹤0.01%	534
2015 Q2	–	Sell	-4,719	Closed	-$202K	–	518
2015 Q1	$202K	Buy	4,719 +43	+0.9%	+$1.84K	﹤0.01%	469
2014 Q4	$223K	Hold	4,676	–	–	﹤0.01%	442
2014 Q3	$231K	Sell	4,676 -1,000	-18%	-$49.4K	﹤0.01%	429
2014 Q2	$292K	Buy	+5,676	New	+$292K	﹤0.01%	409