J.P. Morgan Private Wealth Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Sell |
17,951
-6,523
| -27% | -$482K | ﹤0.01% | 881 |
|
|
2023
Q2 | $1.94M | Sell |
24,474
-52,963
| -68% | -$4.19M | 0.01% | 573 |
|
|
2023
Q1 | $4.65M | Buy |
+77,437
| New | +$4.65M | 0.01% | 604 |
|
|
2021
Q4 | – | Sell |
-76,514
| Closed | -$4.23M | – | 2043 |
|
|
2021
Q3 | $4.23M | Buy |
76,514
+9,479
| +14% | +$524K | 0.01% | 634 |
|
|
2021
Q2 | $3.88M | Buy |
67,035
+13,677
| +26% | +$791K | 0.01% | 653 |
|
|
2021
Q1 | $3.03M | Buy |
+53,358
| New | +$3.03M | 0.01% | 641 |
|