SVB Wealth’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 |
-3,233
| Closed | -$209K | – | 912 |
|
|
2023
Q4 | $209K | Sell |
3,233
-613
| -16% | -$36.8K | 0.01% | 760 |
|
|
2023
Q3 | $232K | Sell |
3,846
-261
| -6% | -$16.3K | 0.01% | 698 |
|
|
2023
Q2 | $255K | Buy |
+4,107
| New | +$247K | ﹤0.01% | 736 |
|
|
2023
Q1 | – | Sell |
-4,218
| Closed | -$273K | – | 1076 |
|
|
2022
Q4 | $273K | Buy |
4,218
+183
| +5% | +$11.8K | ﹤0.01% | 783 |
|
|
2022
Q3 | $248K | Sell |
4,035
-484
| -11% | -$31.3K | ﹤0.01% | 765 |
|
|
2022
Q2 | $296K | Buy |
4,519
+1,017
| +29% | +$73.9K | ﹤0.01% | 570 |
|
|
2022
Q1 | $277K | Sell |
3,502
-763
| -18% | -$61.5K | ﹤0.01% | 608 |
|
|
2021
Q4 | $327K | Sell |
4,265
-3,489
| -45% | -$254K | 0.01% | 552 |
|
|
2021
Q3 | $513K | Sell |
7,754
-126
| -2% | -$8.4K | 0.01% | 588 |
|
|
2021
Q2 | $552K | Buy |
7,880
+725
| +10% | +$50.7K | 0.01% | 550 |
|
|
2021
Q1 | $467K | Buy |
7,155
+323
| +5% | +$19.7K | 0.01% | 540 |
|
|
2020
Q4 | $385K | Buy |
6,832
+865
| +14% | +$43.8K | 0.01% | 545 |
|
|
2020
Q3 | $276K | Buy |
5,967
+358
| +6% | +$16.7K | ﹤0.01% | 546 |
|
|
2020
Q2 | $250K | Buy |
+5,609
| New | +$239K | ﹤0.01% | 497 |
|
|
2020
Q1 | – | Sell |
-3,942
| Closed | -$221K | – | 686 |
|
|
2019
Q4 | $221K | Buy |
3,942
+363
| +10% | +$20.6K | ﹤0.01% | 557 |
|
|
2019
Q3 | $209K | Sell |
3,579
-139
| -4% | -$7.9K | ﹤0.01% | 487 |
|
|
2019
Q2 | $217K | Buy |
3,718
+21
| +0.6% | +$1.18K | 0.01% | 491 |
|
|
2019
Q1 | $201K | Buy |
+3,697
| New | +$204K | 0.01% | 382 |
|
|
2018
Q4 | – | Sell |
-3,782
| Closed | -$230K | – | 430 |
|
|
2018
Q3 | $230K | Hold |
3,782
| – | – | 0.01% | 402 |
|
|
2018
Q2 | $219K | Sell |
3,782
-47
| -1% | -$2.69K | 0.01% | 409 |
|
|
2018
Q1 | $218K | Sell |
3,829
-361
| -9% | -$21.1K | 0.01% | 417 |
|
|
2017
Q4 | $245K | Buy |
+4,190
| New | +$239K | 0.01% | 426 |
|
|
2017
Q1 | – | Sell |
-14,861
| Closed | -$733K | – | 509 |
|
|
2016
Q4 | $733K | Hold |
14,861
| – | – | 0.03% | 291 |
|
|
2016
Q3 | $660K | Buy |
14,861
+2,603
| +21% | +$114K | 0.03% | 297 |
|
|
2016
Q2 | $526K | Hold |
12,258
| – | – | 0.02% | 339 |
|
|
2016
Q1 | $529K | Sell |
12,258
-2,356
| -16% | -$90.9K | 0.02% | 338 |
|
|
2015
Q4 | $572K | Sell |
14,614
-320
| -2% | -$13K | 0.02% | 349 |
|
|
2015
Q3 | $589K | Buy |
14,934
+320
| +2% | +$12.7K | 0.02% | 380 |
|
|
2015
Q2 | $621K | Buy |
14,614
+200
| +1% | +$8.96K | 0.02% | 395 |
|
|
2015
Q1 | $618K | Sell |
14,414
-8,130
| -36% | -$349K | 0.02% | 383 |
|
|
2014
Q4 | $1.08M | Buy |
+22,544
| New | +$1.09M | 0.03% | 299 |
|
Other funds holding TD
