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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,779
Closed -$255K 700
2021
Q4
$255K Sell
2,779
-443
-14% -$40.7K 0.02% 514
2021
Q3
$409K Buy
3,222
+1,349
+72% +$171K 0.03% 381
2021
Q2
$311K Sell
1,873
-1,041
-36% -$173K 0.03% 307
2021
Q1
$530K Sell
2,914
-49
-2% -$8.91K 0.06% 218
2020
Q4
$592K Sell
2,963
-2,515
-46% -$502K 0.08% 186
2020
Q3
$1.2M Buy
5,478
+2,564
+88% +$562K 0.14% 133
2020
Q2
$556K Buy
+2,914
New +$556K 0.06% 215
2020
Q1
Sell
-3,466
Closed -$290K 565
2019
Q4
$290K Buy
+3,466
New +$290K 0.04% 297
2019
Q3
Sell
-3,373
Closed -$224 430
2019
Q2
$224 Sell
3,373
-1,000
-23% -$66 0.03% 334
2019
Q1
$243K Buy
+4,373
New +$243K 0.04% 313
2018
Q4
Sell
-4,440
Closed -$383K 399
2018
Q3
$383K Buy
+4,440
New +$383K 0.09% 183