Stonehage Fleming Financial Services’s Toronto Dominion Bank TD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-157	Closed	-$10.2K	–	261
2023 Q4	$10.2K	Hold	157	–	–	﹤0.01%	210
2023 Q3	$9.5K	Hold	157	–	–	﹤0.01%	230
2023 Q2	$9.74K	Buy	+157	New	+$9.45K	﹤0.01%	182
2022 Q3	–	Sell	-157	Closed	-$10K	–	260
2022 Q2	$10K	Buy	+157	New	+$11.4K	﹤0.01%	236
2022 Q1	–	Sell	-157	Closed	-$12K	–	239
2021 Q4	$12K	Buy	+157	New	+$11.4K	﹤0.01%	214
2019 Q1	–	Sell	-10,000	Closed	-$497K	–	228
2018 Q4	$497K	Hold	10,000	–	–	0.03%	105
2018 Q3	$607K	Sell	10,000 -600	-6%	-$35.7K	0.04%	99
2018 Q2	$613K	Hold	10,600	–	–	0.03%	114
2018 Q1	$601K	Buy	10,600 +600	+6%	+$35.1K	0.04%	99
2017 Q4	$588K	Hold	10,000	–	–	0.03%	116
2017 Q3	$562K	Hold	10,000	–	–	0.03%	133
2017 Q2	$503K	Hold	10,000	–	–	0.03%	134
2017 Q1	$499K	Hold	10,000	–	–	0.03%	161
2016 Q4	$494K	Hold	10,000	–	–	0.03%	163
2016 Q3	$443K	Hold	10,000	–	–	0.03%	151
2016 Q2	$427K	Buy	10,000 +7,940	+385%	+$346K	0.03%	148
2016 Q1	$170K	Buy	+2,060	New	+$79.5K	0.01%	209
2015 Q3	–	Sell	-3,900	Closed	-$207K	–	147
2015 Q2	$207K	Hold	3,900	–	–	0.02%	88
2015 Q1	$211K	Hold	3,900	–	–	0.03%	97
2014 Q4	$216K	Buy	+3,900	New	+$188K	0.03%	95