BT 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
2021
Q2
Sell
-2,250
Closed -$409K 67
2021
Q1
$409K Sell
2,250
-4,000
-64% -$727K 0.14% 38
2020
Q4
$1.25M Buy
6,250
+2,442
+64% +$488K 0.46% 22
2020
Q3
$835K Buy
3,808
+1,008
+36% +$221K 0.36% 25
2020
Q2
$534K Hold
2,800
0.27% 32
2020
Q1
$434K Hold
2,800
0.25% 34
2019
Q4
$234K Buy
+2,800
New +$234K 0.12% 54