TD Private Client Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
38
-1
| -3% | -$447 | ﹤0.01% | 1011 |
|
|
2025
Q1 | $17.7K | Buy |
39
+6
| +18% | +$2.73K | ﹤0.01% | 952 |
|
|
2024
Q4 | $15.8K | Buy |
33
+1
| +3% | +$480 | ﹤0.01% | 1004 |
|
|
2024
Q3 | $14.7K | Sell |
32
-10
| -24% | -$4.6K | ﹤0.01% | 1011 |
|
|
2024
Q2 | $17.1K | Sell |
42
-64
| -60% | -$26.1K | ﹤0.01% | 971 |
|
|
2024
Q1 | $48.2K | Hold |
106
| – | – | ﹤0.01% | 818 |
|
|
2023
Q4 | $50.6K | Hold |
106
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $46.4K | Hold |
106
| – | – | ﹤0.01% | 783 |
|
|
2023
Q2 | $42.5K | Hold |
106
| – | – | ﹤0.01% | 811 |
|
|
2023
Q1 | $44K | Buy |
106
+10
| +10% | +$4.15K | ﹤0.01% | 792 |
|
|
2022
Q4 | $38.5K | Buy |
96
+3
| +3% | +$1.2K | ﹤0.01% | 797 |
|
|
2022
Q3 | $37.2K | Hold |
93
| – | – | ﹤0.01% | 788 |
|
|
2022
Q2 | $35.8K | Buy |
93
+20
| +27% | +$7.69K | ﹤0.01% | 799 |
|
|
2022
Q1 | $31.7K | Buy |
73
+6
| +9% | +$2.61K | ﹤0.01% | 861 |
|
|
2021
Q4 | $32.6K | Hold |
67
| – | – | ﹤0.01% | 800 |
|
|
2021
Q3 | $26.5K | Hold |
67
| – | – | ﹤0.01% | 818 |
|
|
2021
Q2 | $22.5K | Hold |
67
| – | – | ﹤0.01% | 843 |
|
|
2021
Q1 | $20.7K | Hold |
67
| – | – | ﹤0.01% | 821 |
|
|
2020
Q4 | $22.3K | Hold |
67
| – | – | ﹤0.01% | 765 |
|
|
2020
Q3 | $22.4K | Hold |
67
| – | – | ﹤0.01% | 720 |
|
|
2020
Q2 | $22K | Buy |
+67
| New | +$22K | ﹤0.01% | 716 |
|