Wolff Financial 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 | $571K | Hold |
7,771
| – | – | 0.15% | 62 |
|
2025
Q1 | $466K | Hold |
7,771
| – | – | 0.13% | 69 |
|
2024
Q4 | $414K | Hold |
7,771
| – | – | 0.11% | 69 |
|
2024
Q3 | $492K | Buy |
+7,771
| New | +$492K | 0.13% | 71 |
|
2024
Q2 | – | Sell |
-7,771
| Closed | -$469K | – | 81 |
|
2024
Q1 | $469K | Hold |
7,771
| – | – | 0.14% | 70 |
|
2023
Q4 | $502K | Hold |
7,771
| – | – | 0.16% | 67 |
|
2023
Q3 | $468K | Buy |
+7,771
| New | +$468K | 0.16% | 65 |
|
2023
Q2 | – | Sell |
-7,771
| Closed | -$465K | – | 85 |
|
2023
Q1 | $465K | Hold |
7,771
| – | – | 0.16% | 69 |
|
2022
Q4 | $503K | Hold |
7,771
| – | – | 0.19% | 67 |
|
2022
Q3 | $476K | Hold |
7,771
| – | – | 0.22% | 66 |
|
2022
Q2 | $510K | Hold |
7,771
| – | – | 0.23% | 68 |
|
2022
Q1 | $617K | Hold |
7,771
| – | – | 0.25% | 57 |
|
2021
Q4 | $596K | Buy |
+7,771
| New | +$596K | 0.23% | 61 |
|
2021
Q1 | $507K | Hold |
7,771
| – | – | 0.23% | 67 |
|
2020
Q4 | $438K | Hold |
7,771
| – | – | 0.23% | 64 |
|
2020
Q3 | $359K | Hold |
7,771
| – | – | 0.21% | 65 |
|
2020
Q2 | $347K | Hold |
7,771
| – | – | 0.22% | 64 |
|
2020
Q1 | $329K | Hold |
7,771
| – | – | 0.25% | 63 |
|
2019
Q4 | $436K | Hold |
7,771
| – | – | 0.29% | 56 |
|
2019
Q3 | $453K | Buy |
7,771
+2,717
| +54% | +$158K | 0.33% | 52 |
|
2019
Q2 | $295K | Hold |
5,054
| – | – | 0.23% | 67 |
|
2019
Q1 | $275K | Hold |
5,054
| – | – | 0.23% | 69 |
|
2018
Q4 | $251K | Buy |
+5,054
| New | +$251K | 0.24% | 70 |
|