Endurance Wealth Management’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-200
| Closed | -$9K | – | 670 |
|
|
2020
Q4 | $9K | Sell |
200
-250
| -56% | -$11.3K | ﹤0.01% | 507 |
|
|
2020
Q3 | $22K | Hold |
450
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $15K | Hold |
450
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $9K | Hold |
450
| – | – | ﹤0.01% | 437 |
|
|
2019
Q4 | $18K | Sell |
450
-100
| -18% | -$4K | ﹤0.01% | 370 |
|
|
2019
Q3 | $23K | Hold |
550
| – | – | ﹤0.01% | 349 |
|
|
2019
Q2 | $20K | Hold |
550
| – | – | ﹤0.01% | 338 |
|
|
2019
Q1 | $20K | Hold |
550
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $18K | Hold |
550
| – | – | ﹤0.01% | 325 |
|
|
2018
Q3 | $18K | Hold |
550
| – | – | ﹤0.01% | 352 |
|
|
2018
Q2 | $20K | Hold |
550
| – | – | ﹤0.01% | 348 |
|
|
2018
Q1 | $24K | Hold |
550
| – | – | ﹤0.01% | 345 |
|
|
2017
Q4 | $26K | Hold |
550
| – | – | ﹤0.01% | 325 |
|
|
2017
Q3 | $23K | Hold |
550
| – | – | ﹤0.01% | 333 |
|
|
2017
Q2 | $22K | Hold |
550
| – | – | ﹤0.01% | 344 |
|
|
2017
Q1 | $20K | Hold |
550
| – | – | ﹤0.01% | 352 |
|
|
2016
Q4 | $17K | Hold |
550
| – | – | ﹤0.01% | 355 |
|
|
2016
Q3 | $16K | Sell |
550
-1,350
| -71% | -$39.3K | ﹤0.01% | 363 |
|
|
2016
Q2 | $51K | Sell |
1,900
-250
| -12% | -$6.71K | 0.01% | 258 |
|
|
2016
Q1 | $63 | Sell |
2,150
-800
| -27% | -$23 | 0.01% | 243 |
|
|
2015
Q4 | $98K | Hold |
2,950
| – | – | 0.02% | 216 |
|
|
2015
Q3 | $109K | Hold |
2,950
| – | – | 0.02% | 214 |
|
|
2015
Q2 | $113K | Buy |
+2,950
| New | +$113K | 0.02% | 207 |
|
|
2013
Q4 | – | Sell |
-7,725
| Closed | -$250K | – | 163 |
|
|
2013
Q3 | $250K | Sell |
7,725
-1,650
| -18% | -$53.4K | 0.05% | 134 |
|
|
2013
Q2 | $305K | Buy |
+9,375
| New | +$305K | 0.07% | 130 |
|