Valeo Financial 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 | $233K | Buy |
+3,178
| New | +$233K | 0.01% | 651 |
|
|
2024
Q4 | – | Sell |
-3,513
| Closed | -$222K | – | 731 |
|
|
2024
Q3 | $222K | Buy |
+3,513
| New | +$222K | 0.01% | 618 |
|
|
2024
Q1 | – | Sell |
-3,343
| Closed | -$216K | – | 670 |
|
|
2023
Q4 | $216K | Sell |
3,343
-478
| -13% | -$30.9K | 0.01% | 575 |
|
|
2023
Q3 | $230K | Buy |
3,821
+243
| +7% | +$14.6K | 0.01% | 531 |
|
|
2023
Q2 | $222K | Buy |
3,578
+187
| +6% | +$11.6K | 0.01% | 512 |
|
|
2023
Q1 | $203K | Sell |
3,391
-203
| -6% | -$12.2K | 0.01% | 547 |
|
|
2022
Q4 | $233K | Sell |
3,594
-907
| -20% | -$58.7K | 0.01% | 448 |
|
|
2022
Q3 | $277K | Buy |
+4,501
| New | +$277K | 0.02% | 366 |
|
|
2021
Q2 | – | Sell |
-1,744
| Closed | -$114K | – | 1585 |
|
|
2021
Q1 | $114K | Buy |
1,744
+1,018
| +140% | +$66.5K | 0.01% | 558 |
|
|
2020
Q4 | $41K | Sell |
726
-54
| -7% | -$3.05K | ﹤0.01% | 826 |
|
|
2020
Q3 | $36K | Sell |
780
-148
| -16% | -$6.83K | ﹤0.01% | 732 |
|
|
2020
Q2 | $41K | Buy |
928
+148
| +19% | +$6.54K | ﹤0.01% | 764 |
|
|
2020
Q1 | $34K | Sell |
780
-53
| -6% | -$2.31K | ﹤0.01% | 705 |
|
|
2019
Q4 | $47K | Buy |
833
+107
| +15% | +$6.04K | ﹤0.01% | 669 |
|
|
2019
Q3 | $42K | Hold |
726
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $42K | Sell |
726
-760
| -51% | -$44K | ﹤0.01% | 655 |
|
|
2019
Q1 | $81K | Sell |
1,486
-305
| -17% | -$16.6K | 0.01% | 451 |
|
|
2018
Q4 | $89K | Buy |
1,791
+515
| +40% | +$25.6K | 0.01% | 398 |
|
|
2018
Q3 | $71K | Hold |
1,276
| – | – | 0.01% | 474 |
|
|
2018
Q2 | $75K | Buy |
1,276
+25
| +2% | +$1.47K | 0.01% | 461 |
|
|
2018
Q1 | $71K | Buy |
1,251
+96
| +8% | +$5.45K | 0.01% | 427 |
|
|
2017
Q4 | $68K | Buy |
1,155
+1,023
| +775% | +$60.2K | 0.01% | 420 |
|
|
2017
Q3 | $7K | Buy |
+132
| New | +$7K | ﹤0.01% | 797 |
|