Independent Solutions Wealth Management’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 |
-2,223
| Closed | -$204K | – | 232 |
|
|
2021
Q4 | $204K | Buy |
2,223
+74
| +3% | +$6.8K | 0.05% | 220 |
|
|
2021
Q3 | $273K | Hold |
2,149
| – | – | 0.07% | 186 |
|
|
2021
Q2 | $357K | Sell |
2,149
-16
| -0.7% | -$2.66K | 0.09% | 161 |
|
|
2021
Q1 | $393K | Buy |
2,165
+106
| +5% | +$19.3K | 0.11% | 134 |
|
|
2020
Q4 | $412K | Sell |
2,059
-328
| -14% | -$65.6K | 0.13% | 124 |
|
|
2020
Q3 | $523K | Sell |
2,387
-391
| -14% | -$85.7K | 0.2% | 93 |
|
|
2020
Q2 | $530K | Sell |
2,778
-95
| -3% | -$18.1K | 0.23% | 87 |
|
|
2020
Q1 | $445K | Sell |
2,873
-140
| -5% | -$21.7K | 0.25% | 75 |
|
|
2019
Q4 | $252K | Buy |
+3,013
| New | +$252K | 0.11% | 138 |
|