Sterling Financial Planning’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,200
| Closed | -$207K | – | 107 |
|
|
2023
Q4 | $207K | Buy |
+3,200
| New | +$207K | 0.09% | 101 |
|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$248K | – | 96 |
|
|
2023
Q2 | $248K | Sell |
4,000
-800
| -17% | -$49.6K | 0.12% | 86 |
|
|
2023
Q1 | $288K | Hold |
4,800
| – | – | 0.16% | 77 |
|
|
2022
Q4 | $311K | Hold |
4,800
| – | – | 0.19% | 74 |
|
|
2022
Q3 | $294K | Hold |
4,800
| – | – | 0.21% | 71 |
|
|
2022
Q2 | $315K | Hold |
4,800
| – | – | 0.22% | 69 |
|
|
2022
Q1 | $381K | Hold |
4,800
| – | – | 0.24% | 62 |
|
|
2021
Q4 | $368K | Hold |
4,800
| – | – | 0.23% | 65 |
|
|
2021
Q3 | $318K | Buy |
4,800
+800
| +20% | +$53K | 0.2% | 62 |
|
|
2021
Q2 | $280K | Hold |
4,000
| – | – | 0.18% | 65 |
|
|
2021
Q1 | $261K | Hold |
4,000
| – | – | 0.19% | 65 |
|
|
2020
Q4 | $226K | Buy |
+4,000
| New | +$226K | 0.18% | 67 |
|