WorthPointe’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 | $225K | Buy |
+3,062
| New | +$225K | 0.09% | 90 |
|
2024
Q1 | – | Sell |
-3,558
| Closed | -$230K | – | 78 |
|
2023
Q4 | $230K | Buy |
+3,558
| New | +$230K | 0.12% | 65 |
|
2022
Q1 | – | Sell |
-4,926
| Closed | -$345K | – | 54 |
|
2021
Q4 | $345K | Buy |
+4,926
| New | +$345K | 0.31% | 33 |
|