SW
SkyOak Wealth’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Hold |
8,485
| – | – | 0.13% | 105 |
|
|
2025
Q1 | $509K | Hold |
8,485
| – | – | 0.11% | 116 |
|
|
2024
Q4 | $452K | Sell |
8,485
-2,106
| -20% | -$112K | 0.1% | 125 |
|
|
2024
Q3 | $670K | Sell |
10,591
-82
| -0.8% | -$5.19K | 0.15% | 93 |
|
|
2024
Q2 | $587K | Buy |
10,673
+82
| +0.8% | +$4.51K | 0.14% | 106 |
|
|
2024
Q1 | $639K | Hold |
10,591
| – | – | 0.15% | 101 |
|
|
2023
Q4 | $684K | Sell |
10,591
-800
| -7% | -$51.7K | 0.18% | 98 |
|
|
2023
Q3 | $686K | Sell |
11,391
-150
| -1% | -$9.04K | 0.2% | 89 |
|
|
2023
Q2 | $716K | Sell |
11,541
-2,413
| -17% | -$150K | 0.2% | 95 |
|
|
2023
Q1 | $836K | Sell |
13,954
-2,500
| -15% | -$150K | 0.26% | 83 |
|
|
2022
Q4 | $1.07M | Hold |
16,454
| – | – | 0.36% | 70 |
|
|
2022
Q3 | $1.01M | Sell |
16,454
-1,000
| -6% | -$61.3K | 0.36% | 68 |
|
|
2022
Q2 | $1.15M | Hold |
17,454
| – | – | 0.39% | 68 |
|
|
2022
Q1 | $1.39M | Sell |
17,454
-3,000
| -15% | -$238K | 0.39% | 69 |
|
|
2021
Q4 | $1.57M | Sell |
20,454
-20
| -0.1% | -$1.53K | 0.4% | 69 |
|
|
2021
Q3 | $1.35M | Sell |
20,474
-400
| -2% | -$26.5K | 0.36% | 71 |
|
|
2021
Q2 | $1.46M | Hold |
20,874
| – | – | 0.39% | 67 |
|
|
2021
Q1 | $1.44M | Hold |
20,874
| – | – | 0.4% | 67 |
|
|
2020
Q4 | $1.18M | Sell |
20,874
-200
| -0.9% | -$11.3K | 0.37% | 76 |
|
|
2020
Q3 | $974K | Sell |
21,074
-356
| -2% | -$16.5K | 0.35% | 74 |
|
|
2020
Q2 | $956K | Hold |
21,430
| – | – | 0.35% | 72 |
|
|
2020
Q1 | $908K | Hold |
21,430
| – | – | 0.46% | 51 |
|
|
2019
Q4 | $1.2M | Buy |
+21,430
| New | +$1.2M | 0.37% | 65 |
|