CWA
Clarus Wealth Advisors’s Toll Brothers TOL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,426
| Closed | -$215K | – | 139 |
|
2024
Q3 | $215K | Buy |
+1,426
| New | +$215K | 0.11% | 124 |
|
2019
Q3 | – | Sell |
-102
| Closed | -$4K | – | 504 |
|
2019
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 524 |
|
2019
Q1 | $4K | Buy |
102
+1
| +1% | +$39 | ﹤0.01% | 617 |
|
2018
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 628 |
|
2018
Q3 | $3K | Buy |
101
+1
| +1% | +$30 | ﹤0.01% | 662 |
|
2018
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 654 |
|