WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$24.8K | – | 1071 |
|
|
2023
Q2 | $24.8K | Hold |
400
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 693 |
|
|
2015
Q4 | $2.98K | Buy |
+76
| New | +$2.98K | ﹤0.01% | 1444 |
|
|
2015
Q2 | – | Sell |
-76
| Closed | -$3K | – | 502 |
|
|
2015
Q1 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 471 |
|