CWA
Canvas Wealth Advisors’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,407
| Closed | -$238K | – | 155 |
|
|
2023
Q4 | $238K | Sell |
11,407
-6,165
| -35% | -$129K | 0.09% | 115 |
|
|
2023
Q3 | $324K | Sell |
17,572
-2,040
| -10% | -$37.7K | 0.13% | 87 |
|
|
2023
Q2 | $458K | Buy |
19,612
+6,283
| +47% | +$147K | 0.17% | 72 |
|
|
2023
Q1 | $365K | Sell |
13,329
-815
| -6% | -$22.3K | 0.15% | 90 |
|
|
2022
Q4 | $373K | Sell |
14,144
-3,085
| -18% | -$81.3K | 0.16% | 97 |
|
|
2022
Q3 | $461K | Sell |
17,229
-7,116
| -29% | -$190K | 0.2% | 76 |
|
|
2022
Q2 | $808K | Sell |
24,345
-17,189
| -41% | -$570K | 0.33% | 59 |
|
|
2022
Q1 | $1.59M | Buy |
41,534
+18,705
| +82% | +$717K | 0.58% | 46 |
|
|
2021
Q4 | $2.1M | Sell |
22,829
-23,502
| -51% | -$2.16M | 0.75% | 35 |
|
|
2021
Q3 | $5.88M | Buy |
46,331
+9,010
| +24% | +$1.14M | 2.4% | 9 |
|
|
2021
Q2 | $6.21M | Buy |
37,321
+11,287
| +43% | +$1.88M | 2.78% | 8 |
|
|
2021
Q1 | $4.74M | Buy |
+26,034
| New | +$4.74M | 2.76% | 6 |
|