Van Hulzen Asset Management’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
Q1 | – | Sell |
-631
| Closed | -$33.6K | – | 1020 |
|
|
2024
Q4 | $33.6K | Buy |
+631
| New | +$33.6K | ﹤0.01% | 581 |
|
|
2020
Q1 | – | Sell |
-108,225
| Closed | -$6.08M | – | 299 |
|
|
2019
Q4 | $6.08M | Sell |
108,225
-2,824
| -3% | -$159K | 1.18% | 30 |
|
|
2019
Q3 | $6.47M | Buy |
111,049
+4,131
| +4% | +$241K | 1.37% | 26 |
|
|
2019
Q2 | $6.24M | Buy |
106,918
+12,291
| +13% | +$717K | 1.36% | 28 |
|
|
2019
Q1 | $5.14M | Buy |
94,627
+2,404
| +3% | +$131K | 1.38% | 25 |
|
|
2018
Q4 | $4.59M | Sell |
92,223
-22,421
| -20% | -$1.11M | 1.33% | 27 |
|
|
2018
Q3 | $6.97M | Buy |
114,644
+77,612
| +210% | +$4.72M | 1.86% | 10 |
|
|
2018
Q2 | $2.14M | Buy |
37,032
+7,868
| +27% | +$455K | 0.64% | 51 |
|
|
2018
Q1 | $1.66M | Sell |
29,164
-1,252
| -4% | -$71.2K | 0.51% | 58 |
|
|
2017
Q4 | $1.78M | Sell |
30,416
-8,574
| -22% | -$502K | 0.54% | 57 |
|
|
2017
Q3 | $2.19M | Sell |
38,990
-3,799
| -9% | -$214K | 0.74% | 48 |
|
|
2017
Q2 | $2.16M | Buy |
42,789
+1,581
| +4% | +$79.7K | 0.86% | 44 |
|
|
2017
Q1 | $2.06M | Buy |
41,208
+4,401
| +12% | +$220K | 0.95% | 42 |
|
|
2016
Q4 | $1.82M | Buy |
36,807
+13,240
| +56% | +$653K | 0.84% | 46 |
|
|
2016
Q3 | $1.05M | Buy |
23,567
+2,441
| +12% | +$108K | 0.57% | 50 |
|
|
2016
Q2 | $907K | Buy |
21,126
+3,231
| +18% | +$139K | 0.52% | 57 |
|
|
2016
Q1 | $772K | Buy |
+17,895
| New | +$772K | 0.44% | 64 |
|