TD Private Client Wealth’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5K | Buy |
|
|||||
|
2025
Q2 | $17K | Sell |
|
|||||
|
2025
Q1 | $17.7K | Buy |
|
|||||
|
2024
Q4 | $15.8K | Buy |
|
|||||
|
2024
Q3 | $14.7K | Sell |
|
|||||
|
2024
Q2 | $17.1K | Sell |
|
|||||
|
2024
Q1 | $48.2K | Hold |
|
|||||
|
2023
Q4 | $50.6K | Hold |
|
|||||
|
2023
Q3 | $46.4K | Hold |
|
|||||
|
2023
Q2 | $42.5K | Hold |
|
|||||
|
2023
Q1 | $44K | Buy |
|
|||||
|
2022
Q4 | $38.5K | Buy |
|
|||||
|
2022
Q3 | $37.2K | Hold |
|
|||||
|
2022
Q2 | $35.8K | Buy |
|
|||||
|
2022
Q1 | $31.7K | Buy |
|
|||||
|
2021
Q4 | $32.6K | Hold |
|
|||||
|
2021
Q3 | $26.4K | Hold |
|
|||||
|
2021
Q2 | $22.5K | Hold |
|
|||||
|
2021
Q1 | $20.7K | Hold |
|
|||||
|
2020
Q4 | $22.3K | Hold |
|
|||||
|
2020
Q3 | $22.4K | Hold |
|
|||||
|
2020
Q2 | $22K | Buy |
|