Sugarloaf Wealth Management’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
Q4 | $16.1K | Buy |
303
+3
| +1% | +$160 | ﹤0.01% | 432 |
|
|
2024
Q3 | $19K | Buy |
300
+3
| +1% | +$190 | ﹤0.01% | 424 |
|
|
2024
Q2 | $16.3K | Buy |
297
+3
| +1% | +$165 | ﹤0.01% | 426 |
|
|
2024
Q1 | $17.8K | Buy |
294
+3
| +1% | +$181 | ﹤0.01% | 420 |
|
|
2023
Q4 | $18.8K | Sell |
291
-121
| -29% | -$7.83K | ﹤0.01% | 406 |
|
|
2023
Q3 | $24.9K | Buy |
412
+3
| +0.7% | +$181 | 0.01% | 361 |
|
|
2023
Q2 | $25.4K | Buy |
409
+3
| +0.7% | +$186 | 0.01% | 361 |
|
|
2023
Q1 | $24.3K | Buy |
406
+3
| +0.7% | +$180 | 0.01% | 370 |
|
|
2022
Q4 | $26.1K | Buy |
403
+2
| +0.5% | +$130 | 0.01% | 374 |
|
|
2022
Q3 | $25K | Buy |
401
+3
| +0.8% | +$187 | 0.01% | 390 |
|
|
2022
Q2 | $26K | Buy |
398
+3
| +0.8% | +$196 | 0.01% | 368 |
|
|
2022
Q1 | $31K | Buy |
395
+1
| +0.3% | +$78 | 0.01% | 341 |
|
|
2021
Q4 | $30K | Buy |
394
+3
| +0.8% | +$228 | 0.01% | 366 |
|
|
2021
Q3 | $26K | Buy |
391
+2
| +0.5% | +$133 | 0.01% | 371 |
|
|
2021
Q2 | $27K | Buy |
389
+3
| +0.8% | +$208 | 0.01% | 370 |
|
|
2021
Q1 | $25 | Buy |
386
+1
| +0.3% | – | 0.01% | 368 |
|
|
2020
Q4 | $22K | Hold |
385
| – | – | 0.01% | 367 |
|
|
2020
Q3 | $18K | Buy |
385
+2
| +0.5% | +$94 | 0.01% | 378 |
|
|
2020
Q2 | $17K | Hold |
383
| – | – | 0.01% | 380 |
|
|
2020
Q1 | $16K | Hold |
383
| – | – | 0.01% | 371 |
|
|
2019
Q4 | $21K | Buy |
+383
| New | +$21K | 0.01% | 362 |
|