U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,707
| Closed | -$234K | – | 830 |
|
|
2024
Q3 | $234K | Buy |
+3,707
| New | +$234K | 0.01% | 645 |
|
|
2023
Q1 | – | Sell |
-607
| Closed | -$39.3K | – | 1427 |
|
|
2022
Q4 | $39.3K | Buy |
+607
| New | +$39.3K | ﹤0.01% | 938 |
|
|
2022
Q2 | – | Sell |
-2,523
| Closed | -$200K | – | 732 |
|
|
2022
Q1 | $200K | Buy |
+2,523
| New | +$200K | 0.01% | 672 |
|