TD Asset Management’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-327,714
| Closed | -$6.77M | – | 1442 |
|
2023
Q4 | $6.77M | Sell |
327,714
-27,400
| -8% | -$566K | 0.01% | 684 |
|
2023
Q3 | $6.76M | Sell |
355,114
-20,200
| -5% | -$385K | 0.01% | 663 |
|
2023
Q2 | $8.7M | Hold |
375,314
| – | – | 0.01% | 629 |
|
2023
Q1 | $9.82M | Sell |
375,314
-25,102
| -6% | -$657K | 0.01% | 610 |
|
2022
Q4 | $11M | Sell |
400,416
-2,494
| -0.6% | -$68.4K | 0.01% | 583 |
|
2022
Q3 | $9.6M | Buy |
402,910
+129,338
| +47% | +$3.08M | 0.01% | 602 |
|
2022
Q2 | $5.47M | Buy |
273,572
+51,408
| +23% | +$1.03M | 0.01% | 749 |
|
2022
Q1 | $5.97M | Buy |
222,164
+16,620
| +8% | +$447K | 0.01% | 785 |
|
2021
Q4 | $6.45M | Buy |
205,544
+108,472
| +112% | +$3.4M | 0.01% | 805 |
|
2021
Q3 | $3.99M | Buy |
97,072
+4,200
| +5% | +$172K | ﹤0.01% | 879 |
|
2021
Q2 | $4.59M | Buy |
+92,872
| New | +$4.59M | ﹤0.01% | 847 |
|