YHB Investment Advisors’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,017
| Closed | -$381K | – | 287 |
|
|
2024
Q3 | $381K | Hold |
6,017
| – | – | 0.03% | 220 |
|
|
2024
Q2 | $331K | Buy |
6,017
+2
| +0% | +$110 | 0.03% | 227 |
|
|
2024
Q1 | $363K | Sell |
6,015
-20
| -0.3% | -$1.21K | 0.03% | 218 |
|
|
2023
Q4 | $390K | Hold |
6,035
| – | – | 0.04% | 204 |
|
|
2023
Q3 | $364K | Hold |
6,035
| – | – | 0.03% | 208 |
|
|
2023
Q2 | $374K | Buy |
6,035
+59
| +1% | +$3.66K | 0.03% | 212 |
|
|
2023
Q1 | $358K | Hold |
5,976
| – | – | 0.04% | 215 |
|
|
2022
Q4 | $387K | Buy |
5,976
+186
| +3% | +$12K | 0.04% | 200 |
|
|
2022
Q3 | $355K | Hold |
5,790
| – | – | 0.04% | 208 |
|
|
2022
Q2 | $380K | Hold |
5,790
| – | – | 0.04% | 207 |
|
|
2022
Q1 | $460K | Hold |
5,790
| – | – | 0.04% | 199 |
|
|
2021
Q4 | $444K | Hold |
5,790
| – | – | 0.04% | 216 |
|
|
2021
Q3 | $383K | Hold |
5,790
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $406K | Hold |
5,790
| – | – | 0.03% | 221 |
|
|
2021
Q1 | $384K | Hold |
5,790
| – | – | 0.03% | 217 |
|
|
2020
Q4 | $327K | Sell |
5,790
-100
| -2% | -$5.65K | 0.03% | 225 |
|
|
2020
Q3 | $272K | Sell |
5,890
-16,028
| -73% | -$740K | 0.03% | 226 |
|
|
2020
Q2 | $978K | Sell |
21,918
-24
| -0.1% | -$1.07K | 0.14% | 109 |
|
|
2020
Q1 | $930K | Sell |
21,942
-294
| -1% | -$12.5K | 0.16% | 102 |
|
|
2019
Q4 | $1.25M | Buy |
22,236
+4
| +0% | +$225 | 0.18% | 100 |
|
|
2019
Q3 | $1.3M | Sell |
22,232
-16
| -0.1% | -$932 | 0.2% | 95 |
|
|
2019
Q2 | $1.3M | Sell |
22,248
-100
| -0.4% | -$5.83K | 0.21% | 101 |
|
|
2019
Q1 | $1.21M | Sell |
22,348
-685
| -3% | -$37.2K | 0.19% | 106 |
|
|
2018
Q4 | $1.15M | Hold |
23,033
| – | – | 0.2% | 104 |
|
|
2018
Q3 | $1.4M | Hold |
23,033
| – | – | 0.21% | 106 |
|
|
2018
Q2 | $1.33M | Hold |
23,033
| – | – | 0.22% | 107 |
|
|
2018
Q1 | $1.31M | Hold |
23,033
| – | – | 0.22% | 105 |
|
|
2017
Q4 | $1.35M | Sell |
23,033
-23
| -0.1% | -$1.35K | 0.23% | 100 |
|
|
2017
Q3 | $1.3M | Sell |
23,056
-560
| -2% | -$31.5K | 0.23% | 100 |
|
|
2017
Q2 | $1.19M | Buy |
23,616
+2,658
| +13% | +$134K | 0.2% | 100 |
|
|
2017
Q1 | $987K | Hold |
20,958
| – | – | 0.19% | 106 |
|
|
2016
Q4 | $1.03M | Hold |
20,958
| – | – | 0.22% | 102 |
|
|
2016
Q3 | $931K | Sell |
20,958
-234
| -1% | -$10.4K | 0.22% | 99 |
|
|
2016
Q2 | $910K | Hold |
21,192
| – | – | 0.2% | 103 |
|
|
2016
Q1 | $914K | Sell |
21,192
-374
| -2% | -$16.1K | 0.25% | 90 |
|
|
2015
Q4 | $845K | Sell |
21,566
-294
| -1% | -$11.5K | 0.19% | 106 |
|
|
2015
Q3 | $862K | Sell |
21,860
-158
| -0.7% | -$6.23K | 0.2% | 108 |
|
|
2015
Q2 | $936K | Hold |
22,018
| – | – | 0.2% | 107 |
|
|
2015
Q1 | $943K | Sell |
22,018
-220
| -1% | -$9.42K | 0.21% | 102 |
|
|
2014
Q4 | $1.06M | Hold |
22,238
| – | – | 0.24% | 99 |
|
|
2014
Q3 | $1.1M | Sell |
22,238
-70
| -0.3% | -$3.46K | 0.26% | 95 |
|
|
2014
Q2 | $1.15M | Sell |
22,308
-500
| -2% | -$25.7K | 0.28% | 92 |
|
|
2014
Q1 | $1.07M | Sell |
22,808
-352
| -2% | -$16.5K | 0.27% | 93 |
|
|
2013
Q4 | $1.09M | Sell |
23,160
-202
| -0.9% | -$9.52K | 0.29% | 93 |
|
|
2013
Q3 | $1.05M | Sell |
23,362
-1,090
| -4% | -$49K | 0.31% | 91 |
|
|
2013
Q2 | $983K | Buy |
+24,452
| New | +$983K | 0.31% | 90 |
|