Intercontinental Wealth Advisors, LLC Toronto Dominion Bank Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Toronto Dominion Bank stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 5,986 shares of TD stock, worth $334,617. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,986

Previous 6,113 2.08%

Holding current value

$334,617

Previous $366,000 1.37%

% of portfolio

0.09%

Previous 0.09%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	SELL	$56.6 - $62.25 $7,188 - $7,905	-127 Reduced 2.08%	5,986 $371,000
Q1 2023 May 03, 2023	SELL	$56.36 - $70.13 $8,735 - $10,870	-155 Reduced 2.47%	6,113 $366,000
Q4 2022 Feb 13, 2023	SELL	$58.59 - $68.58 $585 - $685	-10 Reduced 0.16%	6,268 $405,000
Q1 2022 May 09, 2022	SELL	$74.69 - $85.0 $373 - $425	-5 Reduced 0.08%	6,278 $499,000
Q4 2021 Feb 08, 2022	SELL	$67.6 - $76.68 $1,352 - $1,533	-20 Reduced 0.32%	6,283 $482,000
Q3 2021 Nov 12, 2021	SELL	$63.87 - $70.76 $347,325 - $384,792	-5,438 Reduced 46.32%	6,303 $417,000
Q2 2021 Aug 06, 2021	SELL	$64.96 - $73.33 $71,585 - $80,809	-1,102 Reduced 8.58%	11,741 $822,000
Q1 2021 May 14, 2021	SELL	$56.26 - $66.31 $36,512 - $43,035	-649 Reduced 4.81%	12,843 $837,000
Q4 2020 Feb 19, 2021	SELL	$43.43 - $56.83 $186,922 - $244,596	-4,304 Reduced 24.19%	13,492 $761,000
Q3 2020 Mar 10, 2021	SELL	$43.23 - $50.56 $375,452 - $439,113	-8,685 Reduced 32.8%	17,796 $823,000
Q3 2020 Jan 19, 2021	BUY	$43.23 - $50.56 $344,586 - $403,013	7,971 Added 43.06%	26,481 $1.54 Million
Q2 2020 Mar 10, 2021	SELL	$38.47 - $49.17 $332,265 - $424,681	-8,637 Reduced 31.82%	18,510 $826,000
Q2 2020 Jan 19, 2021	BUY	$38.47 - $49.17 $213,970 - $273,483	5,562 Added 25.77%	27,147 $1.58 Million
Q1 2020 Mar 10, 2021	SELL	$33.83 - $57.31 $278,387 - $471,603	-8,229 Reduced 27.6%	21,585 $915,000
Q1 2020 Jan 19, 2021	BUY	$33.83 - $57.31 $665,605 - $1.13 Million	19,675 Added 194.05%	29,814 $1.62 Million
Q4 2019 Feb 07, 2020	SELL	$54.66 - $58.28 $893,253 - $952,411	-16,342 Reduced 61.71%	10,139 $574,000
Q3 2019 Oct 09, 2019	SELL	$53.67 - $59.41 $35,744 - $39,567	-666 Reduced 2.45%	26,481 $1.54 Million
Q2 2019 Aug 02, 2019	SELL	$54.65 - $58.36 $145,751 - $155,646	-2,667 Reduced 8.95%	27,147 $1.58 Million
Q1 2019 May 08, 2019	SELL	$49.97 - $58.74 $67,959 - $79,886	-1,360 Reduced 4.36%	29,814 $1.62 Million
Q4 2018 Jan 31, 2019	SELL	$48.31 - $61.15 $108,262 - $137,037	-2,241 Reduced 6.71%	31,174 $1.55 Million
Q3 2018 Oct 17, 2018	SELL	$57.42 - $61.82 $90,321 - $97,242	-1,573 Reduced 4.5%	33,415 $2.03 Million
Q2 2018 Jul 30, 2018	SELL	$54.88 - $59.19 $231,703 - $249,900	-4,222 Reduced 10.77%	34,988 $2.02 Million
Q1 2018 May 02, 2018	SELL	$56.1 - $60.81 $501,029 - $543,094	-8,931 Reduced 18.55%	39,210 $2.23 Million
Q4 2017 Feb 20, 2018	SELL	$55.79 - $58.67 $351,309 - $369,444	-6,297 Reduced 11.57%	48,141 $2.82 Million
Q3 2017 Nov 13, 2017	SELL	$50.06 - $56.46 $159,290 - $179,655	-3,182 Reduced 5.52%	54,438 $3.06 Million
Q2 2017 Aug 09, 2017	SELL	N/A	-8,801 Reduced 13.25%	57,620 $2.9 Million
Q1 2017 Mar 09, 2018	BUY	N/A	714 Added 1.09%	66,421 $3.33 Million
Q4 2016 Mar 09, 2018	SELL	N/A	-1,858 Reduced 2.75%	65,707 $3.24 Million
Q3 2016 Mar 12, 2018	SELL	N/A	-1,925 Reduced 2.77%	67,565 $3 Million
Q2 2016 Mar 09, 2018	SELL	N/A	-4,802 Reduced 6.46%	69,490 $2.98 Million
Q1 2016 Mar 09, 2018	SELL	N/A	-1,989 Reduced 2.61%	74,292 $3.2 Million
Q4 2015 Mar 09, 2018	BUY	N/A	76,281	76,281 $2.99 Million

Others Institutions Holding TD

# of Institutions

782

Shares Held

913M

Call Options Held

14.7M

Put Options Held

10.3M

View Full List

About TORONTO DOMINION BANK

Ticker TD
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,813,100,032
Market Cap $101B
Description
The Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through three segments: Canadian Retail, U.S. Retail, and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing...

More about TD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Account

Intercontinental Wealth Advisors, LLC Toronto Dominion Bank Transaction History