Truvestments Capital’s Toronto Dominion Bank TD Stock Holding History

Truvestments Capital’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-175	Closed	-$11.3K	–	916
2022 Q4	$11.3K	Hold	175	–	–	0.01%	449
2022 Q3	$11K	Hold	175	–	–	0.01%	405
2022 Q2	$11K	Buy	+175	New	+$12.7K	0.01%	406
2022 Q1	–	Sell	-175	Closed	-$13K	–	505
2021 Q4	$13K	Hold	175	–	–	0.01%	380
2021 Q3	$12K	Hold	175	–	–	0.01%	361
2021 Q2	$12K	Hold	175	–	–	0.01%	373
2021 Q1	$11K	Sell	175 -70	-29%	-$4.27K	0.01%	433
2020 Q4	$13K	Buy	+245	New	+$12.4K	0.01%	408
2020 Q3	–	Sell	-1,304	Closed	-$58K	–	528
2020 Q2	$58K	Buy	1,304 +1,287	+7,571%	+$54.8K	0.06%	195
2020 Q1	$0	Sell	17 -10,771	-100%	-$553K	﹤0.01%	550
2019 Q4	$606K	Sell	10,788 -608	-5%	-$34.5K	0.42%	77
2019 Q3	$664K	Sell	11,396 -120	-1%	-$6.82K	0.43%	67
2019 Q2	$672K	Sell	11,516 -85	-0.7%	-$4.78K	0.45%	63
2019 Q1	$630K	Buy	+11,601	New	+$641K	0.48%	56
2018 Q3	$1M	Buy	16,506 +1,442	+10%	+$85.9K	0.48%	56
2018 Q2	$872K	Buy	+15,064	New	+$862K	0.55%	58

Other funds holding TD

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return