West Oak Capital’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 | $147 | Buy |
+200
| New | +$147 | 0.01% | 228 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$2K | – | 323 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 299 |
|
|
2019
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 294 |
|
|
2018
Q4 | $1.39K | Sell |
28
-429
| -94% | -$21.3K | ﹤0.01% | 316 |
|
|
2018
Q3 | $27.8K | Hold |
457
| – | – | 0.02% | 213 |
|
|
2018
Q2 | $26.4K | Buy |
457
+429
| +1,532% | +$24.8K | 0.02% | 209 |
|
|
2018
Q1 | $1.59K | Hold |
28
| – | – | ﹤0.01% | 319 |
|
|
2017
Q4 | $1.64K | Hold |
28
| – | – | ﹤0.01% | 280 |
|
|
2017
Q3 | $1.58K | Hold |
28
| – | – | ﹤0.01% | 312 |
|
|
2017
Q2 | $1.41K | Hold |
28
| – | – | ﹤0.01% | 332 |
|
|
2017
Q1 | $1.4K | Hold |
28
| – | – | ﹤0.01% | 357 |
|
|
2016
Q4 | $1.38K | Hold |
28
| – | – | ﹤0.01% | 328 |
|
|
2016
Q3 | $1.24K | Hold |
28
| – | – | ﹤0.01% | 361 |
|
|
2016
Q2 | $1.2K | Hold |
28
| – | – | ﹤0.01% | 320 |
|
|
2016
Q1 | $1.21K | Hold |
28
| – | – | ﹤0.01% | 256 |
|
|
2015
Q4 | $1.1K | Hold |
28
| – | – | ﹤0.01% | 266 |
|
|
2015
Q3 | $1.1K | Hold |
28
| – | – | ﹤0.01% | 271 |
|
|
2015
Q2 | $1.19K | Hold |
28
| – | – | ﹤0.01% | 281 |
|
|
2015
Q1 | $1.2K | Hold |
28
| – | – | ﹤0.01% | 282 |
|
|
2014
Q4 | $1.34K | Hold |
28
| – | – | ﹤0.01% | 288 |
|
|
2014
Q3 | $1.38K | Hold |
28
| – | – | ﹤0.01% | 275 |
|
|
2014
Q2 | $1.44K | Hold |
28
| – | – | ﹤0.01% | 272 |
|
|
2014
Q1 | $1.32K | Hold |
28
| – | – | ﹤0.01% | 268 |
|
|
2013
Q4 | $1.32K | Hold |
28
| – | – | ﹤0.01% | 268 |
|
|
2013
Q3 | $1.26K | Hold |
28
| – | – | ﹤0.01% | 268 |
|
|
2013
Q2 | $1.13K | Buy |
+28
| New | +$1.13K | ﹤0.01% | 268 |
|