BigSur Wealth Management’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,420
| Closed | -$274K | – | 109 |
|
|
2018
Q2 | $274K | Hold |
7,420
| – | – | 0.2% | 79 |
|
|
2018
Q1 | $321K | Hold |
7,420
| – | – | 0.23% | 78 |
|
|
2017
Q4 | $356K | Hold |
7,420
| – | – | 0.35% | 60 |
|
|
2017
Q3 | $308K | Sell |
7,420
-2,580
| -26% | -$107K | 0.31% | 67 |
|
|
2017
Q2 | $397K | Hold |
10,000
| – | – | 0.4% | 56 |
|
|
2017
Q1 | $374K | Hold |
10,000
| – | – | 0.4% | 56 |
|
|
2016
Q4 | $310K | Buy |
+10,000
| New | +$310K | 0.41% | 56 |
|