West Family Investments’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 | $435K | Buy |
5,918
+2,303
| +64% | +$169K | 0.11% | 186 |
|
|
2025
Q1 | $217K | Buy |
+3,615
| New | +$217K | 0.08% | 227 |
|
|
2024
Q4 | – | Sell |
-4,959
| Closed | -$314K | – | 314 |
|
|
2024
Q3 | $314K | Buy |
4,959
+294
| +6% | +$18.6K | 0.11% | 199 |
|
|
2024
Q2 | $256K | Sell |
4,665
-325
| -7% | -$17.9K | 0.08% | 196 |
|
|
2024
Q1 | $301K | Buy |
+4,990
| New | +$301K | 0.09% | 178 |
|
|
2023
Q3 | – | Sell |
-3,991
| Closed | -$247K | – | 257 |
|
|
2023
Q2 | $247K | Buy |
+3,991
| New | +$247K | 0.1% | 192 |
|
|
2022
Q3 | – | Sell |
-5,124
| Closed | -$336K | – | 255 |
|
|
2022
Q2 | $336K | Buy |
5,124
+313
| +7% | +$20.5K | 0.13% | 138 |
|
|
2022
Q1 | $382K | Buy |
4,811
+413
| +9% | +$32.8K | 0.11% | 150 |
|
|
2021
Q4 | $337K | Sell |
4,398
-835
| -16% | -$64K | 0.09% | 179 |
|
|
2021
Q3 | $346K | Sell |
5,233
-2,322
| -31% | -$154K | 0.09% | 193 |
|
|
2021
Q2 | $529K | Buy |
+7,555
| New | +$529K | 0.14% | 124 |
|