Holistic Financial Partners’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,206
Closed -$203K 132
2021
Q4
$203K Hold
2,206
0.12% 111
2021
Q3
$280K Buy
2,206
+335
+18% +$42.5K 0.17% 87
2021
Q2
$311K Buy
1,871
+343
+22% +$57K 0.19% 78
2021
Q1
$278K Buy
+1,528
New +$278K 0.18% 84