Tradition Wealth Management’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-368
| Closed | -$24K | – | 1097 |
|
|
2023
Q4 | $24K | Sell |
368
-21
| -5% | -$1.37K | ﹤0.01% | 794 |
|
|
2023
Q3 | $23K | Sell |
389
-219
| -36% | -$12.9K | ﹤0.01% | 813 |
|
|
2023
Q2 | $38K | Buy |
608
+30
| +5% | +$1.88K | ﹤0.01% | 707 |
|
|
2023
Q1 | $35K | Buy |
578
+31
| +6% | +$1.88K | ﹤0.01% | 713 |
|
|
2022
Q4 | $35K | Buy |
547
+7
| +1% | +$448 | ﹤0.01% | 627 |
|
|
2022
Q3 | $33K | Buy |
540
+219
| +68% | +$13.4K | 0.01% | 631 |
|
|
2022
Q2 | $21K | Buy |
321
+100
| +45% | +$6.54K | ﹤0.01% | 641 |
|
|
2022
Q1 | $18K | Hold |
221
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $17K | Hold |
221
| – | – | ﹤0.01% | 778 |
|
|
2021
Q3 | $15K | Hold |
221
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $15K | Buy |
+221
| New | +$15K | ﹤0.01% | 835 |
|