SVWAG
Sound View Wealth Advisors Group’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
3,530
-19
| -0.5% | -$1.4K | 0.02% | 370 |
|
|
2025
Q1 | $213K | Sell |
3,549
-271
| -7% | -$16.2K | 0.02% | 384 |
|
|
2024
Q4 | $203K | Hold |
3,820
| – | – | 0.02% | 401 |
|
|
2024
Q3 | $242K | Buy |
+3,820
| New | +$242K | 0.02% | 369 |
|
|
2024
Q2 | – | Sell |
-3,558
| Closed | -$215K | – | 371 |
|
|
2024
Q1 | $215K | Sell |
3,558
-262
| -7% | -$15.8K | 0.02% | 351 |
|
|
2023
Q4 | $247K | Hold |
3,820
| – | – | 0.03% | 336 |
|
|
2023
Q3 | $230K | Hold |
3,820
| – | – | 0.03% | 329 |
|
|
2023
Q2 | $237K | Hold |
3,820
| – | – | 0.03% | 320 |
|
|
2023
Q1 | $229K | Hold |
3,820
| – | – | 0.03% | 329 |
|
|
2022
Q4 | $247K | Sell |
3,820
-83
| -2% | -$5.36K | 0.03% | 336 |
|
|
2022
Q3 | $239K | Sell |
3,903
-51
| -1% | -$3.12K | 0.05% | 240 |
|
|
2022
Q2 | $259K | Hold |
3,954
| – | – | 0.05% | 236 |
|
|
2022
Q1 | $314K | Hold |
3,954
| – | – | 0.06% | 233 |
|
|
2021
Q4 | $303K | Sell |
3,954
-500
| -11% | -$38.3K | 0.06% | 240 |
|
|
2021
Q3 | $295K | Buy |
4,454
+368
| +9% | +$24.4K | 0.06% | 233 |
|
|
2021
Q2 | $286K | Sell |
4,086
-406
| -9% | -$28.4K | 0.06% | 241 |
|
|
2021
Q1 | $293K | Sell |
4,492
-16
| -0.4% | -$1.04K | 0.07% | 223 |
|
|
2020
Q4 | $254K | Sell |
4,508
-973
| -18% | -$54.8K | 0.06% | 223 |
|
|
2020
Q3 | $253K | Sell |
5,481
-1,175
| -18% | -$54.2K | 0.07% | 215 |
|
|
2020
Q2 | $297K | Sell |
6,656
-2,523
| -27% | -$113K | 0.08% | 188 |
|
|
2020
Q1 | $389K | Sell |
9,179
-2,644
| -22% | -$112K | 0.13% | 139 |
|
|
2019
Q4 | $664K | Sell |
11,823
-1,132
| -9% | -$63.6K | 0.19% | 120 |
|
|
2019
Q3 | $755K | Sell |
12,955
-1,575
| -11% | -$91.8K | 0.23% | 106 |
|
|
2019
Q2 | $848K | Buy |
+14,530
| New | +$848K | 0.25% | 100 |
|