Cary Street Partners Investment Advisory’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-740
| Closed | -$54.7K | – | 1706 |
|
|
2023
Q3 | $54.7K | Buy |
740
+30
| +4% | +$2.22K | ﹤0.01% | 843 |
|
|
2023
Q2 | $56.1K | Hold |
710
| – | – | ﹤0.01% | 788 |
|
|
2023
Q1 | $42.6K | Sell |
710
-270
| -28% | -$16.2K | ﹤0.01% | 786 |
|
|
2022
Q4 | $48.9K | Buy |
+980
| New | +$48.9K | ﹤0.01% | 751 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$1K | – | 819 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 959 |
|