Wealthspire Advisors (New York)’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 | $312K | Buy |
4,247
+541
| +15% | +$39.7K | ﹤0.01% | 655 |
|
|
2025
Q1 | $222K | Buy |
+3,706
| New | +$222K | ﹤0.01% | 711 |
|
|
2023
Q1 | – | Sell |
-3,518
| Closed | -$228K | – | 594 |
|
|
2022
Q4 | $228K | Buy |
+3,518
| New | +$228K | ﹤0.01% | 517 |
|
|
2019
Q1 | – | Sell |
-22
| Closed | -$1K | – | 699 |
|
|
2018
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 839 |
|