Avantax Advisory Services’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,728
Closed -$230K 1538
2022
Q4
$230K Sell
9,728
-2,257
-19% -$53.4K ﹤0.01% 1242
2022
Q3
$304K Sell
11,985
-188
-2% -$4.77K ﹤0.01% 1005
2022
Q2
$404K Buy
12,173
+3,116
+34% +$103K 0.01% 874
2022
Q1
$653K Buy
9,057
+784
+9% +$56.5K 0.01% 690
2021
Q4
$760K Sell
8,273
-514
-6% -$47.2K 0.01% 611
2021
Q3
$1.12M Buy
8,787
+364
+4% +$46.2K 0.02% 458
2021
Q2
$1.39M Buy
8,423
+770
+10% +$127K 0.03% 404
2021
Q1
$1.39M Buy
7,653
+608
+9% +$110K 0.03% 367
2020
Q4
$1.41M Sell
7,045
-6,031
-46% -$1.21M 0.03% 327
2020
Q3
$2.86M Buy
13,076
+7,308
+127% +$1.6M 0.05% 294
2020
Q2
$1.1M Sell
5,768
-19,981
-78% -$3.81M 0.03% 324
2020
Q1
$4M Sell
25,749
-296
-1% -$45.9K 0.12% 118
2019
Q4
$2.18M Buy
26,045
+5,856
+29% +$489K 0.05% 193
2019
Q3
$1.37M Buy
+20,189
New +$1.37M 0.06% 169