Wealth Effects’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 | $239K | Buy |
+3,258
| New | +$239K | 0.09% | 178 |
|
|
2024
Q4 | – | Sell |
-3,258
| Closed | -$206K | – | 229 |
|
|
2024
Q3 | $206K | Buy |
+3,258
| New | +$206K | 0.07% | 196 |
|
|
2024
Q1 | – | Sell |
-3,258
| Closed | -$211K | – | 232 |
|
|
2023
Q4 | $211K | Buy |
+3,258
| New | +$211K | 0.08% | 200 |
|
|
2023
Q3 | – | Sell |
-3,258
| Closed | -$202K | – | 205 |
|
|
2023
Q2 | $202K | Buy |
+3,258
| New | +$202K | 0.09% | 172 |
|
|
2023
Q1 | – | Sell |
-3,258
| Closed | -$211K | – | 205 |
|
|
2022
Q4 | $211K | Buy |
+3,258
| New | +$211K | 0.12% | 164 |
|
|
2022
Q3 | – | Sell |
-3,258
| Closed | -$214K | – | 198 |
|
|
2022
Q2 | $214K | Hold |
3,258
| – | – | 0.13% | 158 |
|
|
2022
Q1 | $259K | Hold |
3,258
| – | – | 0.12% | 156 |
|
|
2021
Q4 | $250K | Buy |
+3,258
| New | +$250K | 0.1% | 173 |
|