Venturi Wealth 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 |
-418
| Closed | -$22.3K | – | 1684 |
|
|
2024
Q4 | $22.3K | Buy |
418
+47
| +13% | +$2.5K | ﹤0.01% | 1234 |
|
|
2024
Q3 | $23.5K | Buy |
371
+311
| +518% | +$19.7K | ﹤0.01% | 970 |
|
|
2024
Q2 | $3.3K | Buy |
60
+27
| +82% | +$1.48K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $1.99K | Hold |
33
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q4 | $2.13K | Hold |
33
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q3 | $1.99K | Hold |
33
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q2 | $2.04K | Hold |
33
| – | – | ﹤0.01% | 918 |
|
|
2023
Q1 | $1.98K | Buy |
+33
| New | +$1.98K | ﹤0.01% | 1014 |
|