AWA
Arete Wealth Advisors’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,147,291
| Closed | -$2.63M | – | 751 |
|
|
2023
Q1 | $2.63M | Buy |
1,147,291
+481,462
| +72% | +$1.1M | 0.21% | 95 |
|
|
2022
Q4 | $1.8B | Buy |
+665,829
| New | +$1.8B | 0.16% | 121 |
|
|
2016
Q1 | – | Sell |
-113,054
| Closed | -$3.77M | – | 161 |
|
|
2015
Q4 | $3.77M | Buy |
+113,054
| New | +$3.77M | 2.28% | 9 |
|