Spire Wealth Management’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 | $226K | Buy |
3,072
+1,628
| +113% | +$120K | 0.01% | 731 |
|
|
2025
Q1 | $86.5K | Buy |
1,444
+155
| +12% | +$9.29K | ﹤0.01% | 1086 |
|
|
2024
Q4 | $68.6K | Hold |
1,289
| – | – | ﹤0.01% | 1166 |
|
|
2024
Q3 | $81.5K | Hold |
1,289
| – | – | ﹤0.01% | 976 |
|
|
2024
Q2 | $70.8K | Sell |
1,289
-711
| -36% | -$39.1K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $121K | Sell |
2,000
-125
| -6% | -$7.55K | ﹤0.01% | 931 |
|
|
2023
Q4 | $128K | Buy |
2,125
+37
| +2% | +$2.24K | ﹤0.01% | 924 |
|
|
2023
Q3 | $126K | Hold |
2,088
| – | – | ﹤0.01% | 860 |
|
|
2023
Q2 | $129K | Sell |
2,088
-3,208
| -61% | -$199K | ﹤0.01% | 881 |
|
|
2023
Q1 | $317K | Buy |
5,296
+1,250
| +31% | +$74.9K | 0.01% | 602 |
|
|
2022
Q4 | $262K | Buy |
4,046
+72
| +2% | +$4.66K | 0.01% | 491 |
|
|
2022
Q3 | $244K | Sell |
3,974
-17,871
| -82% | -$1.1M | 0.01% | 480 |
|
|
2022
Q2 | $1.43M | Sell |
21,845
-3,130
| -13% | -$205K | 0.06% | 261 |
|
|
2022
Q1 | $1.98M | Sell |
24,975
-1,409
| -5% | -$112K | 0.05% | 274 |
|
|
2021
Q4 | $2.02M | Sell |
26,384
-646
| -2% | -$49.5K | 0.04% | 310 |
|
|
2021
Q3 | $1.79M | Buy |
27,030
+3
| +0% | +$198 | 0.05% | 305 |
|
|
2021
Q2 | $1.89M | Sell |
27,027
-3,480
| -11% | -$244K | 0.05% | 304 |
|
|
2021
Q1 | $1.99M | Buy |
+30,507
| New | +$1.99M | 0.05% | 282 |
|