Stonebridge Capital Advisors’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
Q3 | – | Sell |
-75
| Closed | -$4.65K | – | 1005 |
|
2023
Q2 | $4.65K | Sell |
75
-16
| -18% | -$992 | ﹤0.01% | 722 |
|
2023
Q1 | $5.45K | Hold |
91
| – | – | ﹤0.01% | 703 |
|
2022
Q4 | $5.89K | Hold |
91
| – | – | ﹤0.01% | 676 |
|
2022
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 667 |
|
2022
Q2 | $6K | Hold |
91
| – | – | ﹤0.01% | 696 |
|
2022
Q1 | $7K | Hold |
91
| – | – | ﹤0.01% | 733 |
|
2021
Q4 | $7K | Hold |
91
| – | – | ﹤0.01% | 703 |
|
2021
Q3 | $6K | Sell |
91
-91
| -50% | -$6K | ﹤0.01% | 703 |
|
2021
Q2 | $12K | Buy |
182
+91
| +100% | +$6K | ﹤0.01% | 720 |
|
2021
Q1 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 718 |
|
2020
Q3 | – | Sell |
-91
| Closed | -$4K | – | 649 |
|
2020
Q2 | $4K | Hold |
91
| – | – | ﹤0.01% | 594 |
|
2020
Q1 | $4K | Sell |
91
-50
| -35% | -$2.2K | ﹤0.01% | 585 |
|
2019
Q4 | $8K | Hold |
141
| – | – | ﹤0.01% | 588 |
|
2019
Q3 | $8K | Hold |
141
| – | – | ﹤0.01% | 580 |
|
2019
Q2 | $8K | Buy |
+141
| New | +$8K | ﹤0.01% | 610 |
|
2018
Q2 | – | Sell |
-22,730
| Closed | -$1.29M | – | 181 |
|
2018
Q1 | $1.29M | Sell |
22,730
-700
| -3% | -$39.8K | 0.3% | 86 |
|
2017
Q4 | $1.37M | Sell |
23,430
-2,060
| -8% | -$121K | 0.31% | 82 |
|
2017
Q3 | $1.43M | Sell |
25,490
-2,975
| -10% | -$167K | 0.35% | 81 |
|
2017
Q2 | $1.43M | Sell |
28,465
-150
| -0.5% | -$7.56K | 0.38% | 81 |
|
2017
Q1 | $1.43M | Sell |
28,615
-925
| -3% | -$46.3K | 0.39% | 81 |
|
2016
Q4 | $1.46M | Sell |
29,540
-1,425
| -5% | -$70.3K | 0.43% | 79 |
|
2016
Q3 | $1.38M | Sell |
30,965
-1,205
| -4% | -$53.5K | 0.43% | 79 |
|
2016
Q2 | $1.38M | Sell |
32,170
-490
| -2% | -$21K | 0.47% | 76 |
|
2016
Q1 | $1.41M | Buy |
32,660
+25
| +0.1% | +$1.08K | 0.5% | 71 |
|
2015
Q4 | $1.28M | Sell |
32,635
-664
| -2% | -$26K | 0.47% | 73 |
|
2015
Q3 | $1.31M | Sell |
33,299
-1,850
| -5% | -$72.9K | 0.53% | 64 |
|
2015
Q2 | $1.49M | Sell |
35,149
-236
| -0.7% | -$10K | 0.57% | 59 |
|
2015
Q1 | $1.52M | Buy |
35,385
+475
| +1% | +$20.4K | 0.59% | 61 |
|
2014
Q4 | $1.67M | Buy |
34,910
+600
| +2% | +$28.7K | 0.69% | 55 |
|
2014
Q3 | $1.7M | Sell |
34,310
-2,950
| -8% | -$146K | 0.75% | 55 |
|
2014
Q2 | $1.92M | Hold |
37,260
| – | – | 0.86% | 48 |
|
2014
Q1 | $1.75M | Sell |
37,260
-1,100
| -3% | -$51.6K | 0.86% | 48 |
|
2013
Q4 | $1.81M | Buy |
+38,360
| New | +$1.81M | 0.93% | 42 |
|