Heritage Wealth Management (Arizona)’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $946 | Buy |
40
+20
| +100% | +$473 | ﹤0.01% | 1030 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 975 |
|
|
2022
Q2 | $664 | Sell |
20
-1,074
| -98% | -$35.7K | ﹤0.01% | 939 |
|
|
2022
Q1 | $79K | Buy |
+1,094
| New | +$79K | 0.02% | 402 |
|
|
2021
Q3 | $146K | Sell |
1,150
-132
| -10% | -$16.8K | 0.05% | 270 |
|
|
2021
Q2 | $213K | Buy |
1,282
+573
| +81% | +$95.2K | 0.08% | 215 |
|
|
2021
Q1 | $129K | Buy |
+709
| New | +$129K | 0.07% | 217 |
|