TD Private Client Wealth’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.2K | Sell |
628
-475
| -43% | -$69K | ﹤0.01% | 753 |
|
|
2025
Q1 | $140K | Sell |
1,103
-65
| -6% | -$8.22K | ﹤0.01% | 664 |
|
|
2024
Q4 | $121K | Sell |
1,168
-794
| -40% | -$82.5K | ﹤0.01% | 688 |
|
|
2024
Q3 | $167K | Buy |
1,962
+426
| +28% | +$36.3K | ﹤0.01% | 640 |
|
|
2024
Q2 | $108K | Hold |
1,536
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $96.8K | Buy |
1,536
+487
| +46% | +$30.7K | ﹤0.01% | 698 |
|
|
2023
Q4 | $62.3K | Buy |
1,049
+443
| +73% | +$26.3K | ﹤0.01% | 783 |
|
|
2023
Q3 | $27.3K | Hold |
606
| – | – | ﹤0.01% | 889 |
|
|
2023
Q2 | $22.6K | Hold |
606
| – | – | ﹤0.01% | 927 |
|
|
2023
Q1 | $23.8K | Buy |
606
+28
| +5% | +$1.1K | ﹤0.01% | 911 |
|
|
2022
Q4 | $18.1K | Hold |
578
| – | – | ﹤0.01% | 928 |
|
|
2022
Q3 | $24.3K | Hold |
578
| – | – | ﹤0.01% | 875 |
|
|
2022
Q2 | $23.6K | Buy |
578
+240
| +71% | +$9.79K | ﹤0.01% | 884 |
|
|
2022
Q1 | $12.3K | Buy |
+338
| New | +$12.3K | ﹤0.01% | 1022 |
|