TD Private Client Wealth’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Sell |
134
-1,334
| -91% | -$769K | ﹤0.01% | 773 |
|
|
2025
Q1 | $830K | Sell |
1,468
-2,839
| -66% | -$1.61M | 0.02% | 376 |
|
|
2024
Q4 | $2.58M | Buy |
4,307
+1,092
| +34% | +$655K | 0.07% | 189 |
|
|
2024
Q3 | $1.87M | Buy |
3,215
+1,168
| +57% | +$681K | 0.05% | 250 |
|
|
2024
Q2 | $986K | Sell |
2,047
-3,190
| -61% | -$1.54M | 0.03% | 348 |
|
|
2024
Q1 | $2.94M | Sell |
5,237
-625
| -11% | -$350K | 0.1% | 161 |
|
|
2023
Q4 | $3.32M | Sell |
5,862
-2,094
| -26% | -$1.18M | 0.12% | 143 |
|
|
2023
Q3 | $4.08M | Sell |
7,956
-398
| -5% | -$204K | 0.18% | 116 |
|
|
2023
Q2 | $3.92M | Sell |
8,354
-59
| -0.7% | -$27.7K | 0.17% | 133 |
|
|
2023
Q1 | $4.71M | Sell |
8,413
-214
| -2% | -$120K | 0.21% | 106 |
|
|
2022
Q4 | $4.01M | Sell |
8,627
-46
| -0.5% | -$21.4K | 0.19% | 120 |
|
|
2022
Q3 | $3.66M | Sell |
8,673
-303
| -3% | -$128K | 0.19% | 125 |
|
|
2022
Q2 | $3.7M | Sell |
8,976
-3,094
| -26% | -$1.28M | 0.18% | 125 |
|
|
2022
Q1 | $6.07M | Sell |
12,070
-2,779
| -19% | -$1.4M | 0.26% | 87 |
|
|
2021
Q4 | $9.1M | Sell |
14,849
-671
| -4% | -$411K | 0.38% | 53 |
|
|
2021
Q3 | $9.44M | Sell |
15,520
-238
| -2% | -$145K | 0.4% | 50 |
|
|
2021
Q2 | $8.4M | Buy |
15,758
+252
| +2% | +$134K | 0.36% | 62 |
|
|
2021
Q1 | $6.5M | Buy |
15,506
+2,087
| +16% | +$875K | 0.3% | 71 |
|
|
2020
Q4 | $5.99M | Buy |
13,419
+901
| +7% | +$402K | 0.3% | 77 |
|
|
2020
Q3 | $4.47M | Sell |
12,518
-1,031
| -8% | -$368K | 0.25% | 88 |
|
|
2020
Q2 | $4.52M | Buy |
13,549
+1,340
| +11% | +$447K | 0.26% | 79 |
|
|
2020
Q1 | $3.53M | Sell |
12,209
-324
| -3% | -$93.6K | 0.25% | 91 |
|
|
2019
Q4 | $3.24M | Buy |
+12,533
| New | +$3.24M | 0.19% | 129 |
|