Berman Capital Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $191K | Sell |
3,468
-457
| -12% | -$25.2K | 0.03% | 275 |
|
|
2021
Q2 | $226K | Buy |
3,925
+3,700
| +1,644% | +$213K | 0.04% | 213 |
|
|
2021
Q1 | $12K | Buy |
225
+1
| +0.4% | +$53 | ﹤0.01% | 975 |
|
|
2020
Q4 | $9K | Hold |
224
| – | – | ﹤0.01% | 967 |
|
|
2020
Q3 | $10K | Buy |
224
+29
| +15% | +$1.3K | ﹤0.01% | 805 |
|
|
2020
Q2 | $6K | Sell |
195
-62
| -24% | -$1.91K | ﹤0.01% | 951 |
|
|
2020
Q1 | $4K | Sell |
257
-37
| -13% | -$576 | ﹤0.01% | 972 |
|
|
2019
Q4 | $11K | Buy |
294
+1
| +0.3% | +$37 | ﹤0.01% | 721 |
|
|
2019
Q3 | $12K | Hold |
293
| – | – | ﹤0.01% | 671 |
|
|
2019
Q2 | $10K | Hold |
293
| – | – | ﹤0.01% | 742 |
|
|
2019
Q1 | $10K | Buy |
+293
| New | +$10K | ﹤0.01% | 668 |
|