Stokes Family Office’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,050
| Closed | -$244K | – | 327 |
|
|
2023
Q3 | $244K | Buy |
4,050
+79
| +2% | +$4.76K | 0.03% | 275 |
|
|
2023
Q2 | $246K | Sell |
3,971
-896
| -18% | -$55.6K | 0.03% | 267 |
|
|
2023
Q1 | $292K | Sell |
4,867
-2,701
| -36% | -$162K | 0.04% | 227 |
|
|
2022
Q4 | $490K | Sell |
7,568
-605
| -7% | -$39.2K | 0.06% | 165 |
|
|
2022
Q3 | $501K | Buy |
8,173
+647
| +9% | +$39.7K | 0.07% | 154 |
|
|
2022
Q2 | $494K | Buy |
7,526
+281
| +4% | +$18.4K | 0.07% | 164 |
|
|
2022
Q1 | $575K | Buy |
7,245
+456
| +7% | +$36.2K | 0.08% | 153 |
|
|
2021
Q4 | $521K | Buy |
6,789
+1,481
| +28% | +$114K | 0.06% | 156 |
|
|
2021
Q3 | $351K | Sell |
5,308
-1,006
| -16% | -$66.5K | 0.05% | 170 |
|
|
2021
Q2 | $442K | Buy |
6,314
+1,295
| +26% | +$90.7K | 0.06% | 150 |
|
|
2021
Q1 | $327K | Buy |
+5,019
| New | +$327K | 0.05% | 159 |
|