Financial Partners Capital Management’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-138,335
| Closed | -$5.74M | – | 121 |
|
|
2017
Q3 | $5.74M | Sell |
138,335
-18,225
| -12% | -$756K | 1.1% | 38 |
|
|
2017
Q2 | $6.19M | Sell |
156,560
-4,805
| -3% | -$190K | 1.29% | 32 |
|
|
2017
Q1 | $5.83M | Sell |
161,365
-2,215
| -1% | -$80K | 1.28% | 33 |
|
|
2016
Q4 | $5.07M | Sell |
163,580
-3,205
| -2% | -$99.4K | 1.22% | 38 |
|
|
2016
Q3 | $4.79M | Buy |
166,785
+2,225
| +1% | +$63.9K | 1.22% | 35 |
|
|
2016
Q2 | $4.43M | Buy |
164,560
+7,570
| +5% | +$204K | 1.18% | 38 |
|
|
2016
Q1 | $4.63M | Buy |
156,990
+4,595
| +3% | +$136K | 1.15% | 39 |
|
|
2015
Q4 | $5.08M | Buy |
152,395
+3,100
| +2% | +$103K | 1.21% | 35 |
|
|
2015
Q3 | $5.11M | Buy |
149,295
+20,150
| +16% | +$690K | 1.28% | 32 |
|
|
2015
Q2 | $4.93M | Sell |
129,145
-4,005
| -3% | -$153K | 1.21% | 36 |
|
|
2015
Q1 | $5.24M | Buy |
133,150
+300
| +0.2% | +$11.8K | 1.31% | 34 |
|
|
2014
Q4 | $4.55M | Buy |
+132,850
| New | +$4.55M | 1.24% | 34 |
|