Financial Synergies Wealth Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-559
| Closed | -$72.3K | – | 432 |
|
|
2024
Q1 | $72.3K | Buy |
559
+8
| +1% | +$1.04K | 0.01% | 110 |
|
|
2023
Q4 | $27.5K | Sell |
551
-5
| -0.9% | -$250 | ﹤0.01% | 119 |
|
|
2023
Q3 | $41.1K | Buy |
556
+1
| +0.2% | +$74 | 0.01% | 121 |
|
|
2023
Q2 | $43.9K | Buy |
555
+2
| +0.4% | +$158 | 0.01% | 115 |
|
|
2023
Q1 | $33.2K | Buy |
553
+2
| +0.4% | +$120 | ﹤0.01% | 136 |
|
|
2022
Q4 | $27.5K | Buy |
551
+3
| +0.5% | +$150 | ﹤0.01% | 119 |
|
|
2022
Q3 | $23K | Buy |
548
+2
| +0.4% | +$84 | ﹤0.01% | 123 |
|
|
2022
Q2 | $24.4K | Buy |
+546
| New | +$24.4K | ﹤0.01% | 127 |
|