Transcend Capital Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
5,333
-686
| -11% | -$50.4K | 0.03% | 383 |
|
|
2025
Q1 | $361K | Sell |
6,019
-8,217
| -58% | -$493K | 0.03% | 433 |
|
|
2024
Q4 | $758K | Sell |
14,236
-7,772
| -35% | -$414K | 0.05% | 278 |
|
|
2024
Q3 | $1.39M | Buy |
22,008
+1,001
| +5% | +$63.3K | 0.09% | 214 |
|
|
2024
Q2 | $1.15M | Buy |
21,007
+506
| +2% | +$27.8K | 0.08% | 233 |
|
|
2024
Q1 | $1.24M | Buy |
20,501
+1,535
| +8% | +$92.7K | 0.1% | 203 |
|
|
2023
Q4 | $1.23M | Buy |
18,966
+479
| +3% | +$31K | 0.11% | 187 |
|
|
2023
Q3 | $1.11M | Buy |
18,487
+112
| +0.6% | +$6.75K | 0.11% | 190 |
|
|
2023
Q2 | $1.14M | Buy |
+18,375
| New | +$1.14M | 0.11% | 196 |
|
|
2023
Q1 | – | Sell |
-3,277
| Closed | -$212K | – | 521 |
|
|
2022
Q4 | $212K | Sell |
3,277
-1,525
| -32% | -$98.8K | 0.02% | 437 |
|
|
2022
Q3 | $295K | Hold |
4,802
| – | – | 0.03% | 365 |
|
|
2022
Q2 | $315K | Buy |
4,802
+133
| +3% | +$8.72K | 0.03% | 367 |
|
|
2022
Q1 | $371K | Buy |
4,669
+407
| +10% | +$32.3K | 0.03% | 364 |
|
|
2021
Q4 | $327K | Sell |
4,262
-552
| -11% | -$42.4K | 0.03% | 365 |
|
|
2021
Q3 | $351K | Sell |
4,814
-127
| -3% | -$9.26K | 0.03% | 349 |
|
|
2021
Q2 | $347K | Buy |
4,941
+551
| +13% | +$38.7K | 0.05% | 240 |
|
|
2021
Q1 | $286K | Sell |
4,390
-1,547
| -26% | -$101K | 0.03% | 318 |
|
|
2020
Q4 | $335K | Buy |
+5,937
| New | +$335K | 0.04% | 277 |
|