TPCW
TD Private Client Wealth’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$205 | – | 1489 |
|
|
2025
Q1 | $205 | Buy |
+5
| New | +$205 | ﹤0.01% | 1378 |
|
|
2022
Q4 | – | Sell |
-6,423
| Closed | -$614K | – | 1253 |
|
|
2022
Q3 | $614K | Sell |
6,423
-2,741
| -30% | -$262K | 0.03% | 382 |
|
|
2022
Q2 | $910K | Sell |
9,164
-42
| -0.5% | -$4.17K | 0.04% | 327 |
|
|
2022
Q1 | $970K | Buy |
9,206
+67
| +0.7% | +$7.06K | 0.04% | 342 |
|
|
2021
Q4 | $1M | Buy |
9,139
+6,531
| +250% | +$718K | 0.04% | 339 |
|
|
2021
Q3 | $312K | Sell |
2,608
-259
| -9% | -$31K | 0.01% | 466 |
|
|
2021
Q2 | $393K | Buy |
2,867
+2,800
| +4,179% | +$383K | 0.02% | 439 |
|
|
2021
Q1 | $8.95K | Hold |
67
| – | – | ﹤0.01% | 893 |
|
|
2020
Q4 | $6.38K | Hold |
67
| – | – | ﹤0.01% | 876 |
|
|
2020
Q3 | $6.32K | Hold |
67
| – | – | ﹤0.01% | 823 |
|
|
2020
Q2 | $6.2K | Sell |
67
-33
| -33% | -$3.05K | ﹤0.01% | 826 |
|
|
2020
Q1 | $4.82K | Hold |
100
| – | – | ﹤0.01% | 816 |
|
|
2019
Q4 | $10.2K | Buy |
+100
| New | +$10.2K | ﹤0.01% | 753 |
|