Gideon Capital Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,900
| Closed | -$214K | – | 430 |
|
|
2019
Q1 | $214K | Buy |
+5,900
| New | +$214K | 0.08% | 341 |
|
|
2018
Q4 | – | Sell |
-12,448
| Closed | -$411K | – | 510 |
|
|
2018
Q3 | $411K | Buy |
12,448
+4,375
| +54% | +$144K | 0.19% | 181 |
|
|
2018
Q2 | $299K | Sell |
8,073
-9,067
| -53% | -$336K | 0.15% | 257 |
|
|
2018
Q1 | $741K | Buy |
+17,140
| New | +$741K | 0.46% | 52 |
|
|
2017
Q1 | – | Sell |
-6,509
| Closed | -$202K | – | 513 |
|
|
2016
Q4 | $202K | Buy |
+6,509
| New | +$202K | 0.13% | 375 |
|
|
2016
Q3 | – | Sell |
-63,928
| Closed | -$1.72M | – | 277 |
|
|
2016
Q2 | $1.72M | Buy |
63,928
+56,701
| +785% | +$1.53M | 1% | 25 |
|
|
2016
Q1 | $213K | Sell |
7,227
-16,303
| -69% | -$480K | 0.27% | 124 |
|
|
2015
Q4 | $784K | Buy |
23,530
+15,476
| +192% | +$516K | 0.57% | 64 |
|
|
2015
Q3 | $276K | Buy |
+8,054
| New | +$276K | 0.16% | 166 |
|
|
2014
Q4 | – | Sell |
-53,418
| Closed | -$1.67M | – | 307 |
|
|
2014
Q3 | $1.67M | Sell |
53,418
-39,511
| -43% | -$1.23M | 0.64% | 46 |
|
|
2014
Q2 | $3.43M | Buy |
+92,929
| New | +$3.43M | 1.24% | 13 |
|