Exencial Wealth Advisors’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 |
-4,904
| Closed | -$450K | – | 482 |
|
|
2021
Q4 | $450K | Sell |
4,904
-751
| -13% | -$68.9K | 0.02% | 328 |
|
|
2021
Q3 | $717K | Sell |
5,655
-456
| -7% | -$57.8K | 0.03% | 214 |
|
|
2021
Q2 | $1.02M | Buy |
6,111
+787
| +15% | +$131K | 0.05% | 228 |
|
|
2021
Q1 | $967K | Buy |
5,324
+2,391
| +82% | +$434K | 0.06% | 221 |
|
|
2020
Q4 | $586K | Buy |
2,933
+852
| +41% | +$170K | 0.04% | 231 |
|
|
2020
Q3 | $456K | Buy |
+2,081
| New | +$456K | 0.02% | 266 |
|