Focused Wealth Management’s Teladoc Health TDOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25	Closed	-$539	–	893
2023 Q4	$539	Sell	25 -5	-17%	-$92	﹤0.01%	896
2023 Q3	$558	Hold	30	–	–	﹤0.01%	906
2023 Q2	$760	Sell	30 -5	-14%	-$126	﹤0.01%	915
2023 Q1	$907	Sell	35 -39	-53%	-$1.04K	﹤0.01%	881
2022 Q4	$1.75K	Buy	74 +49	+196%	+$1.32K	﹤0.01%	793
2022 Q3	$1K	Sell	25 -2,200	-99%	-$77.2K	﹤0.01%	900
2022 Q2	$74K	Buy	2,225 +2,200	+8,800%	+$93.4K	0.01%	227
2022 Q1	$2K	Sell	25 -725	-97%	-$52.2K	﹤0.01%	814
2021 Q4	$69K	Buy	750 +95	+15%	+$11.4K	0.01%	335
2021 Q3	$83K	Hold	655	–	–	0.01%	321
2021 Q2	$109K	Hold	655	–	–	0.02%	275
2021 Q1	$119K	Sell	655 -10	-2%	-$2.32K	0.02%	251
2020 Q4	$133K	Sell	665 -585	-47%	-$119K	0.03%	211
2020 Q3	$274K	Buy	1,250 +1,170	+1,463%	+$248K	0.06%	119
2020 Q2	$15K	Hold	80	–	–	﹤0.01%	448
2020 Q1	$12K	Buy	+80	New	+$9.31K	﹤0.01%	440