BHWA
TOL icon

Beacon Harbor Wealth Advisors’s Toll Brothers TOL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-48,405
Closed -$5.58M 82
2024
Q2
$5.58M Buy
48,405
+373
+0.8% +$43K 1.45% 38
2024
Q1
$6.21M Buy
+48,032
New +$6.21M 1.65% 28