Institute for 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 |
-2,488
| Closed | -$228K | – | 558 |
|
|
2021
Q4 | $228K | Buy |
2,488
+329
| +15% | +$30.2K | 0.04% | 442 |
|
|
2021
Q3 | $274K | Hold |
2,159
| – | – | 0.05% | 396 |
|
|
2021
Q2 | $359K | Buy |
2,159
+224
| +12% | +$37.2K | 0.06% | 333 |
|
|
2021
Q1 | $352K | Buy |
1,935
+149
| +8% | +$27.1K | 0.07% | 329 |
|
|
2020
Q4 | $357K | Sell |
1,786
-21
| -1% | -$4.2K | 0.07% | 315 |
|
|
2020
Q3 | $396K | Sell |
1,807
-240
| -12% | -$52.6K | 0.09% | 262 |
|
|
2020
Q2 | $391K | Buy |
2,047
+210
| +11% | +$40.1K | 0.1% | 281 |
|
|
2020
Q1 | $285K | Buy |
+1,837
| New | +$285K | 0.09% | 285 |
|