Verdence Capital 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 | $347K | Buy |
4,721
+73
| +2% | +$5.36K | 0.02% | 515 |
|
|
2025
Q1 | $279K | Sell |
4,648
-34
| -0.7% | -$2.04K | 0.02% | 545 |
|
|
2024
Q4 | $249K | Sell |
4,682
-183
| -4% | -$9.74K | 0.02% | 560 |
|
|
2024
Q3 | $308K | Buy |
4,865
+165
| +4% | +$10.4K | 0.02% | 513 |
|
|
2024
Q2 | $258K | Buy |
4,700
+311
| +7% | +$17.1K | 0.02% | 512 |
|
|
2024
Q1 | $265K | Buy |
4,389
+76
| +2% | +$4.59K | 0.02% | 512 |
|
|
2023
Q4 | $279K | Buy |
4,313
+82
| +2% | +$5.3K | 0.03% | 482 |
|
|
2023
Q3 | $255K | Buy |
4,231
+68
| +2% | +$4.1K | 0.03% | 483 |
|
|
2023
Q2 | $258K | Buy |
4,163
+100
| +2% | +$6.2K | 0.03% | 460 |
|
|
2023
Q1 | $243K | Hold |
4,063
| – | – | 0.03% | 480 |
|
|
2022
Q4 | $263K | Sell |
4,063
-8
| -0.2% | -$518 | 0.03% | 416 |
|
|
2022
Q3 | $250K | Buy |
4,071
+8
| +0.2% | +$491 | 0.03% | 435 |
|
|
2022
Q2 | $266K | Buy |
4,063
+27
| +0.7% | +$1.77K | 0.03% | 419 |
|
|
2022
Q1 | $321K | Buy |
4,036
+36
| +0.9% | +$2.86K | 0.04% | 412 |
|
|
2021
Q4 | $307K | Hold |
4,000
| – | – | 0.04% | 411 |
|
|
2021
Q3 | $265K | Hold |
4,000
| – | – | 0.03% | 413 |
|
|
2021
Q2 | $280K | Hold |
4,000
| – | – | 0.04% | 380 |
|
|
2021
Q1 | $261K | Hold |
4,000
| – | – | 0.04% | 380 |
|
|
2020
Q4 | $226K | Buy |
+4,000
| New | +$226K | 0.04% | 363 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$225K | – | 344 |
|
|
2019
Q4 | $225K | Hold |
4,000
| – | – | 0.06% | 279 |
|
|
2019
Q3 | $233K | Hold |
4,000
| – | – | 0.07% | 262 |
|
|
2019
Q2 | $233K | Hold |
4,000
| – | – | 0.07% | 256 |
|
|
2019
Q1 | $217K | Buy |
+4,000
| New | +$217K | 0.06% | 245 |
|
|
2018
Q4 | – | Sell |
-4,000
| Closed | -$243K | – | 264 |
|
|
2018
Q3 | $243K | Hold |
4,000
| – | – | 0.06% | 227 |
|
|
2018
Q2 | $231K | Hold |
4,000
| – | – | 0.06% | 248 |
|
|
2018
Q1 | $227K | Hold |
4,000
| – | – | 0.05% | 254 |
|
|
2017
Q4 | $234K | Buy |
+4,000
| New | +$234K | 0.06% | 243 |
|