SlateStone Wealth’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
5,544
| – | – | 0.04% | 224 |
|
|
2025
Q1 | $332K | Hold |
5,544
| – | – | 0.03% | 232 |
|
|
2024
Q4 | $295K | Sell |
5,544
-116
| -2% | -$6.17K | 0.03% | 245 |
|
|
2024
Q3 | $358K | Hold |
5,660
| – | – | 0.03% | 230 |
|
|
2024
Q2 | $311K | Buy |
5,660
+116
| +2% | +$6.37K | 0.03% | 239 |
|
|
2024
Q1 | $335K | Hold |
5,544
| – | – | 0.03% | 229 |
|
|
2023
Q4 | $358K | Sell |
5,544
-200
| -3% | -$12.9K | 0.05% | 189 |
|
|
2023
Q3 | $346K | Hold |
5,744
| – | – | 0.05% | 186 |
|
|
2023
Q2 | $356K | Hold |
5,744
| – | – | 0.07% | 164 |
|
|
2023
Q1 | $344K | Hold |
5,744
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $372K | Hold |
5,744
| – | – | 0.09% | 136 |
|
|
2022
Q3 | $352K | Buy |
5,744
+200
| +4% | +$12.3K | 0.09% | 138 |
|
|
2022
Q2 | $364K | Hold |
5,544
| – | – | 0.09% | 135 |
|
|
2022
Q1 | $440K | Hold |
5,544
| – | – | 0.1% | 122 |
|
|
2021
Q4 | $425K | Buy |
+5,544
| New | +$425K | 0.09% | 128 |
|