Wealthcare Advisory Partners’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 | $329K | Sell |
4,485
-40
| -0.9% | -$2.94K | 0.01% | 761 |
|
|
2025
Q1 | $271K | Sell |
4,525
-17
| -0.4% | -$1.02K | 0.01% | 773 |
|
|
2024
Q4 | $242K | Sell |
4,542
-576
| -11% | -$30.7K | 0.01% | 781 |
|
|
2024
Q3 | $324K | Buy |
5,118
+336
| +7% | +$21.3K | 0.01% | 695 |
|
|
2024
Q2 | $263K | Sell |
4,782
-57
| -1% | -$3.13K | 0.01% | 715 |
|
|
2024
Q1 | $292K | Sell |
4,839
-328
| -6% | -$19.8K | 0.01% | 681 |
|
|
2023
Q4 | $334K | Buy |
5,167
+99
| +2% | +$6.4K | 0.01% | 575 |
|
|
2023
Q3 | $305K | Sell |
5,068
-174
| -3% | -$10.5K | 0.01% | 548 |
|
|
2023
Q2 | $325K | Sell |
5,242
-18
| -0.3% | -$1.12K | 0.01% | 543 |
|
|
2023
Q1 | $315K | Sell |
5,260
-75
| -1% | -$4.49K | 0.01% | 569 |
|
|
2022
Q4 | $346K | Buy |
5,335
+493
| +10% | +$31.9K | 0.02% | 502 |
|
|
2022
Q3 | $297K | Buy |
4,842
+74
| +2% | +$4.54K | 0.02% | 484 |
|
|
2022
Q2 | $313K | Buy |
4,768
+482
| +11% | +$31.6K | 0.02% | 419 |
|
|
2022
Q1 | $340K | Buy |
4,286
+136
| +3% | +$10.8K | 0.02% | 384 |
|
|
2021
Q4 | $318K | Buy |
4,150
+658
| +19% | +$50.4K | 0.02% | 428 |
|
|
2021
Q3 | $231K | Buy |
3,492
+182
| +5% | +$12K | 0.02% | 485 |
|
|
2021
Q2 | $232K | Buy |
3,310
+8
| +0.2% | +$561 | 0.02% | 485 |
|
|
2021
Q1 | $215K | Buy |
+3,302
| New | +$215K | 0.02% | 468 |
|
|
2020
Q2 | – | Sell |
-11,432
| Closed | -$485K | – | 1232 |
|
|
2020
Q1 | $485K | Buy |
11,432
+25
| +0.2% | +$1.06K | 0.07% | 147 |
|
|
2019
Q4 | $640K | Buy |
11,407
+8
| +0.1% | +$449 | 0.08% | 142 |
|
|
2019
Q3 | $664K | Buy |
11,399
+8
| +0.1% | +$466 | 0.1% | 121 |
|
|
2019
Q2 | $665K | Buy |
11,391
+7
| +0.1% | +$409 | 0.11% | 117 |
|
|
2019
Q1 | $618K | Sell |
11,384
-18
| -0.2% | -$977 | 0.11% | 117 |
|
|
2018
Q4 | $567K | Buy |
11,402
+8
| +0.1% | +$398 | 0.11% | 110 |
|
|
2018
Q3 | $693K | Buy |
11,394
+7
| +0.1% | +$426 | 0.13% | 96 |
|
|
2018
Q2 | $659K | Sell |
11,387
-252
| -2% | -$14.6K | 0.13% | 97 |
|
|
2018
Q1 | $662K | Buy |
11,639
+7
| +0.1% | +$398 | 0.15% | 87 |
|
|
2017
Q4 | $681K | Buy |
11,632
+7
| +0.1% | +$410 | 0.18% | 73 |
|
|
2017
Q3 | $654K | Buy |
+11,625
| New | +$654K | 0.19% | 65 |
|