CWP
CFM Wealth Partners’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,315
| Closed | -$1.18M | – | 189 |
|
|
2021
Q3 | $1.18M | Buy |
9,315
+606
| +7% | +$76.8K | 0.3% | 68 |
|
|
2021
Q2 | $1.45M | Buy |
+8,709
| New | +$1.45M | 0.38% | 57 |
|
|
2021
Q1 | – | Sell |
-998
| Closed | -$200K | – | 174 |
|
|
2020
Q4 | $200K | Sell |
998
-20
| -2% | -$4.01K | 0.06% | 160 |
|
|
2020
Q3 | $223K | Sell |
1,018
-426
| -30% | -$93.3K | 0.08% | 137 |
|
|
2020
Q2 | $275K | Sell |
1,444
-96
| -6% | -$18.3K | 0.1% | 118 |
|
|
2020
Q1 | $239K | Sell |
1,540
-257
| -14% | -$39.9K | 0.11% | 113 |
|
|
2019
Q4 | $174K | Buy |
+1,797
| New | +$174K | 0.06% | 157 |
|