B. Riley Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,612
Closed -$622K 1382
2022
Q1
$622K Buy
8,612
+1,848
+27% +$133K 0.02% 646
2021
Q4
$622K Sell
6,764
-3,169
-32% -$291K 0.02% 711
2021
Q3
$1.26M Buy
9,933
+1,792
+22% +$228K 0.04% 450
2021
Q2
$1.36M Sell
8,141
-999
-11% -$166K 0.04% 429
2021
Q1
$1.66M Sell
9,140
-11,227
-55% -$2.04M 0.06% 352
2020
Q4
$4.07M Buy
20,367
+16,709
+457% +$3.34M 0.22% 107
2020
Q3
$779K Buy
3,658
+1,593
+77% +$339K 0.04% 381
2020
Q2
$395K Sell
2,065
-519
-20% -$99.3K 0.03% 533
2020
Q1
$401K Sell
2,584
-103
-4% -$16K 0.03% 455
2019
Q4
$225K Sell
2,687
-443
-14% -$37.1K 0.02% 720
2019
Q3
$212K Buy
+3,130
New +$212K 0.02% 712
2018
Q4
Sell
-2,587
Closed -$224K 736
2018
Q3
$224K Buy
+2,587
New +$224K 0.03% 611