Homrich & Berg’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$234K Sell
1,847
-5
-0.3% -$633 0.01% 410
2021
Q2
$308K Sell
1,852
-431
-19% -$71.7K 0.01% 362
2021
Q1
$415K Sell
2,283
-3,092
-58% -$562K 0.01% 297
2020
Q4
$1.08M Buy
5,375
+144
+3% +$28.8K 0.03% 192
2020
Q3
$1.15M Sell
5,231
-923
-15% -$202K 0.04% 144
2020
Q2
$1.17M Buy
6,154
+3
+0% +$572 0.05% 122
2020
Q1
$953K Buy
6,151
+35
+0.6% +$5.42K 0.05% 128
2019
Q4
$512K Hold
6,116
0.02% 224
2019
Q3
$414K Hold
6,116
0.02% 239
2019
Q2
$406K Hold
6,116
0.02% 249
2019
Q1
$340K Sell
6,116
-359
-6% -$20K 0.02% 252
2018
Q4
$321K Hold
6,475
0.02% 240
2018
Q3
$559K Hold
6,475
0.03% 183
2018
Q2
$376K Buy
6,475
+92
+1% +$5.34K 0.03% 226
2018
Q1
$257K Buy
+6,383
New +$257K 0.02% 280