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