Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,050
| Closed | -$436K | – | 177 |
|
|
2022
Q1 | $436K | Hold |
6,050
| – | – | 0.06% | 131 |
|
|
2021
Q4 | $556K | Hold |
6,050
| – | – | 0.07% | 116 |
|
|
2021
Q3 | $767K | Hold |
6,050
| – | – | 0.11% | 83 |
|
|
2021
Q2 | $1.01M | Hold |
6,050
| – | – | 0.14% | 72 |
|
|
2021
Q1 | $1.1M | Sell |
6,050
-1,087
| -15% | -$198K | 0.18% | 58 |
|
|
2020
Q4 | $1.43M | Sell |
7,137
-32
| -0.4% | -$6.4K | 0.2% | 59 |
|
|
2020
Q3 | $1.57M | Buy |
7,169
+47
| +0.7% | +$10.3K | 0.26% | 39 |
|
|
2020
Q2 | $1.36M | Sell |
7,122
-16
| -0.2% | -$3.05K | 0.24% | 45 |
|
|
2020
Q1 | $1.11M | Buy |
+7,138
| New | +$1.11M | 0.22% | 57 |
|