Western Wealth Management’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 | $232K | Buy |
+3,155
| New | +$232K | 0.01% | 638 |
|
|
2024
Q4 | – | Sell |
-6,898
| Closed | -$436K | – | 751 |
|
|
2024
Q3 | $436K | Sell |
6,898
-221
| -3% | -$14K | 0.02% | 494 |
|
|
2024
Q2 | $391K | Sell |
7,119
-9
| -0.1% | -$495 | 0.03% | 422 |
|
|
2024
Q1 | $430K | Sell |
7,128
-13
| -0.2% | -$785 | 0.03% | 408 |
|
|
2023
Q4 | $461K | Sell |
7,141
-296
| -4% | -$19.1K | 0.03% | 440 |
|
|
2023
Q3 | $448K | Buy |
7,437
+1
| +0% | +$60 | 0.04% | 413 |
|
|
2023
Q2 | $461K | Buy |
7,436
+162
| +2% | +$10K | 0.04% | 395 |
|
|
2023
Q1 | $436K | Buy |
7,274
+1,421
| +24% | +$85.1K | 0.04% | 402 |
|
|
2022
Q4 | $379K | Sell |
5,853
-2,949
| -34% | -$191K | 0.04% | 406 |
|
|
2022
Q3 | $539K | Buy |
8,802
+2,616
| +42% | +$160K | 0.03% | 453 |
|
|
2022
Q2 | $408K | Sell |
6,186
-140
| -2% | -$9.23K | 0.02% | 531 |
|
|
2022
Q1 | $502K | Buy |
6,326
+3,158
| +100% | +$251K | 0.02% | 528 |
|
|
2021
Q4 | $242K | Buy |
+3,168
| New | +$242K | 0.02% | 530 |
|
|
2021
Q2 | $223K | Hold |
3,196
| – | – | 0.02% | 573 |
|
|
2021
Q1 | $208K | Buy |
+3,196
| New | +$208K | 0.03% | 494 |
|