Financial Architects (New Jersey)’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-485
| Closed | -$9K | – | 911 |
|
|
2020
Q1 | $9K | Sell |
485
-5,315
| -92% | -$98.6K | ﹤0.01% | 645 |
|
|
2019
Q4 | $229K | Hold |
5,800
| – | – | 0.05% | 226 |
|
|
2019
Q3 | $238K | Sell |
5,800
-395
| -6% | -$16.2K | 0.06% | 218 |
|
|
2019
Q2 | $227K | Sell |
6,195
-6,475
| -51% | -$237K | 0.04% | 223 |
|
|
2019
Q1 | $459K | Buy |
12,670
+10,655
| +529% | +$386K | 0.08% | 173 |
|
|
2018
Q4 | $66K | Buy |
2,015
+500
| +33% | +$16.4K | 0.01% | 449 |
|
|
2018
Q3 | $50K | Buy |
1,515
+1,500
| +10,000% | +$49.5K | 0.01% | 548 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1291 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1224 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1321 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1360 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1428 |
|
|
2016
Q4 | $0 | Sell |
15
-1,700
| -99% | – | ﹤0.01% | 1457 |
|
|
2016
Q3 | $51K | Hold |
1,715
| – | – | 0.01% | 562 |
|
|
2016
Q2 | $46K | Buy |
+1,715
| New | +$46K | 0.01% | 548 |
|
|
2015
Q3 | – | Sell |
-1,500
| Closed | -$57K | – | 831 |
|
|
2015
Q2 | $57K | Hold |
1,500
| – | – | 0.02% | 402 |
|
|
2015
Q1 | $59K | Buy |
+1,500
| New | +$59K | 0.02% | 376 |
|