WMA
Wealth Management Associates’s Toronto Dominion Bank TD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
5,461
+24
| +0.4% | +$1.76K | 0.16% | 128 |
|
|
2025
Q1 | $326K | Sell |
5,437
-483
| -8% | -$29K | 0.14% | 141 |
|
|
2024
Q4 | $315K | Buy |
5,920
+32
| +0.5% | +$1.7K | 0.13% | 147 |
|
|
2024
Q3 | $373K | Sell |
5,888
-808
| -12% | -$51.1K | 0.16% | 129 |
|
|
2024
Q2 | $368K | Hold |
6,696
| – | – | 0.17% | 122 |
|
|
2024
Q1 | $368K | Buy |
6,696
+204
| +3% | +$11.2K | 0.17% | 122 |
|
|
2023
Q4 | $420K | Buy |
6,492
+28
| +0.4% | +$1.81K | 0.22% | 96 |
|
|
2023
Q3 | $390K | Sell |
6,464
-499
| -7% | -$30.1K | 0.23% | 95 |
|
|
2023
Q2 | $432K | Sell |
6,963
-223
| -3% | -$13.8K | 0.24% | 85 |
|
|
2023
Q1 | $430K | Buy |
7,186
+25
| +0.3% | +$1.5K | 0.27% | 89 |
|
|
2022
Q4 | $464K | Buy |
7,161
+13
| +0.2% | +$842 | 0.31% | 72 |
|
|
2022
Q3 | $438K | Buy |
7,148
+25
| +0.4% | +$1.53K | 0.31% | 88 |
|
|
2022
Q2 | $467K | Sell |
7,123
-129
| -2% | -$8.46K | 0.32% | 79 |
|
|
2022
Q1 | $576K | Buy |
7,252
+20
| +0.3% | +$1.59K | 0.33% | 75 |
|
|
2021
Q4 | $555K | Buy |
+7,232
| New | +$555K | 0.3% | 88 |
|
|
2021
Q3 | – | Sell |
-7,221
| Closed | -$506K | – | 201 |
|
|
2021
Q2 | $506K | Sell |
7,221
-403
| -5% | -$28.2K | 0.29% | 92 |
|
|
2021
Q1 | $497K | Buy |
7,624
+2,022
| +36% | +$132K | 0.32% | 79 |
|
|
2020
Q4 | $316K | Sell |
5,602
-856
| -13% | -$48.3K | 0.21% | 120 |
|
|
2020
Q3 | $299K | Buy |
6,458
+67
| +1% | +$3.1K | 0.23% | 107 |
|
|
2020
Q2 | $285K | Buy |
6,391
+31
| +0.5% | +$1.38K | 0.24% | 103 |
|
|
2020
Q1 | $270K | Sell |
6,360
-923
| -13% | -$39.1K | 0.27% | 88 |
|
|
2019
Q4 | $409K | Buy |
+7,283
| New | +$409K | 0.29% | 83 |
|
|
2019
Q2 | – | Sell |
-7,269
| Closed | -$395K | – | 103 |
|
|
2019
Q1 | $395K | Sell |
7,269
-277
| -4% | -$15K | 0.43% | 58 |
|
|
2018
Q4 | $375K | Buy |
+7,546
| New | +$375K | 0.51% | 51 |
|