First Trust Direct Indexing’s Toll Brothers TOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$786K Buy
2024
Q2
$578K Buy
2024
Q1
$546K Sell
2023
Q4
$448K Buy
2023
Q3
$302K Buy
2023
Q2
$310K Sell
2023
Q1
$247K Sell
2022
Q4
$207K Buy
2022
Q1
Sell
2021
Q4
$286K Sell
2021
Q3
$241K Buy
2021
Q2
$247K Buy
2021
Q1
Sell
2020
Q4
$13K Buy