Crestwood Advisors Group’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,605
| Closed | -$239K | – | 306 |
|
2021
Q4 | $239K | Sell |
2,605
-500
| -16% | -$45.9K | 0.01% | 270 |
|
2021
Q3 | $394K | Sell |
3,105
-1,620
| -34% | -$206K | 0.01% | 211 |
|
2021
Q2 | $786K | Sell |
4,725
-1,158
| -20% | -$193K | 0.02% | 169 |
|
2021
Q1 | $1.07M | Sell |
5,883
-232
| -4% | -$42.2K | 0.03% | 147 |
|
2020
Q4 | $1.22M | Buy |
6,115
+3,718
| +155% | +$744K | 0.04% | 135 |
|
2020
Q3 | $526K | Buy |
2,397
+375
| +19% | +$82.3K | 0.02% | 166 |
|
2020
Q2 | $386K | Buy |
2,022
+645
| +47% | +$123K | 0.02% | 179 |
|
2020
Q1 | $213K | Buy |
+1,377
| New | +$213K | 0.01% | 203 |
|