Valley National Advisers’s Toronto Dominion Bank TD Stock Holding History

Valley National Advisers’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21K	Sell	287 -373	-57%	-$27.3K	﹤0.01%	480
2025 Q1	$39K	Sell	660 -1,192	-64%	-$70.4K	0.01%	405
2024 Q4	$98K	Sell	1,852 -4,744	-72%	-$251K	0.02%	283
2024 Q3	$417K	Sell	6,596 -2,003	-23%	-$127K	0.08%	179
2024 Q2	$471K	Sell	8,599 -2,580	-23%	-$141K	0.07%	165
2024 Q1	$674K	Sell	11,179 -1,479	-12%	-$89.2K	0.1%	140
2023 Q4	$817K	Sell	12,658 -3,794	-23%	-$245K	0.13%	127
2023 Q3	$991K	Sell	16,452 -2,966	-15%	-$179K	0.17%	105
2023 Q2	$1.21M	Buy	19,418 +1,175	+6%	+$72.9K	0.2%	94
2023 Q1	$1.12M	Buy	18,243 +1,568	+9%	+$95.8K	0.2%	96
2022 Q4	$1.07M	Buy	16,675 +6,621	+66%	+$426K	0.19%	101
2022 Q3	$634K	Sell	10,054 -408	-4%	-$25.7K	0.13%	135
2022 Q2	$665K	Buy	10,462 +26	+0.2%	+$1.65K	0.14%	126
2022 Q1	$829K	Hold	10,436	–	–	0.16%	128
2021 Q4	$800K	Buy	10,436 +532	+5%	+$40.8K	0.15%	134
2021 Q3	$655K	Buy	9,904 +6,946	+235%	+$459K	0.12%	140
2021 Q2	$207K	Hold	2,958	–	–	0.04%	217
2021 Q1	$193K	Buy	2,958 +2,425	+455%	+$158K	0.04%	217
2020 Q4	$30K	Buy	533 +483	+966%	+$27.2K	0.01%	381
2020 Q3	$2K	Sell	50 -127	-72%	-$5.08K	﹤0.01%	671
2020 Q2	$8K	Hold	177	–	–	﹤0.01%	504
2020 Q1	$8K	Hold	177	–	–	﹤0.01%	493
2019 Q4	$10K	Hold	177	–	–	﹤0.01%	531
2019 Q3	$10K	Hold	177	–	–	﹤0.01%	509
2019 Q2	$10K	Sell	177 -111	-39%	-$6.27K	﹤0.01%	484
2019 Q1	$16K	Buy	288 +111	+63%	+$6.17K	﹤0.01%	421
2018 Q4	$9K	Hold	177	–	–	﹤0.01%	464
2018 Q3	$11K	Hold	177	–	–	﹤0.01%	429
2018 Q2	$10K	Sell	177 -32	-15%	-$1.81K	﹤0.01%	419
2018 Q1	$12K	Buy	209 +32	+18%	+$1.84K	﹤0.01%	388
2017 Q4	$10K	Hold	177	–	–	﹤0.01%	409
2017 Q3	$10K	Hold	177	–	–	﹤0.01%	407
2017 Q2	$9K	Hold	177	–	–	﹤0.01%	419
2017 Q1	$9K	Hold	177	–	–	﹤0.01%	427
2016 Q4	$9K	Hold	177	–	–	﹤0.01%	430
2016 Q3	$8K	Hold	177	–	–	﹤0.01%	416
2016 Q2	$8K	Buy	+177	New	+$8K	﹤0.01%	408