TD Private Client Wealth’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205 Buy
2022
Q4
Sell
2022
Q3
$614K Sell
2022
Q2
$910K Sell
2022
Q1
$970K Buy
2021
Q4
$1M Buy
2021
Q3
$312K Sell
2021
Q2
$393K Buy
2021
Q1
$8.95K Hold
2020
Q4
$6.38K Hold
2020
Q3
$6.32K Hold
2020
Q2
$6.2K Sell
2020
Q1
$4.82K Hold
2019
Q4
$10.2K Buy