TD Private Client Wealth’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10
| Closed | -$138 | – | 1529 |
|
|
2025
Q1 | $138 | Buy |
+10
| New | +$138 | ﹤0.01% | 1387 |
|
|
2024
Q4 | – | Sell |
-861
| Closed | -$15.4K | – | 1354 |
|
|
2024
Q3 | $15.4K | Sell |
861
-2,844
| -77% | -$51K | ﹤0.01% | 1000 |
|
|
2024
Q2 | $65.2K | Sell |
3,705
-179
| -5% | -$3.15K | ﹤0.01% | 759 |
|
|
2024
Q1 | $99.7K | Buy |
3,884
+223
| +6% | +$5.72K | ﹤0.01% | 692 |
|
|
2023
Q4 | $95.4K | Sell |
3,661
-113
| -3% | -$2.95K | ﹤0.01% | 693 |
|
|
2023
Q3 | $87K | Sell |
3,774
-303
| -7% | -$6.98K | ﹤0.01% | 672 |
|
|
2023
Q2 | $95.6K | Buy |
4,077
+824
| +25% | +$19.3K | ﹤0.01% | 669 |
|
|
2023
Q1 | $38.6K | Sell |
3,253
-255
| -7% | -$3.03K | ﹤0.01% | 826 |
|
|
2022
Q4 | $53.8K | Sell |
3,508
-1,625
| -32% | -$24.9K | ﹤0.01% | 726 |
|
|
2022
Q3 | $97.6K | Sell |
5,133
-795
| -13% | -$15.1K | 0.01% | 619 |
|
|
2022
Q2 | $106K | Buy |
5,928
+598
| +11% | +$10.7K | 0.01% | 603 |
|
|
2022
Q1 | $160K | Buy |
5,330
+4,133
| +345% | +$124K | 0.01% | 575 |
|
|
2021
Q4 | $34.4K | Buy |
+1,197
| New | +$34.4K | ﹤0.01% | 793 |
|