Stratos Wealth 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
Q4 | – | Sell |
-22,428
| Closed | -$1.35M | – | 733 |
|
|
2023
Q3 | $1.35M | Sell |
22,428
-12,344
| -35% | -$744K | 0.09% | 249 |
|
|
2023
Q2 | $2.16M | Sell |
34,772
-50
| -0.1% | -$3.1K | 0.15% | 183 |
|
|
2023
Q1 | $2.09M | Buy |
34,822
+222
| +0.6% | +$13.3K | 0.16% | 179 |
|
|
2022
Q4 | $2.24M | Buy |
34,600
+2,181
| +7% | +$141K | 0.19% | 152 |
|
|
2022
Q3 | $1.99M | Buy |
+32,419
| New | +$1.99M | 0.21% | 139 |
|
|
2021
Q3 | – | Sell |
-3,470
| Closed | -$243K | – | 569 |
|
|
2021
Q2 | $243K | Buy |
+3,470
| New | +$243K | 0.02% | 480 |
|