J.W. Cole Advisors’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 |
-2,692
| Closed | -$247K | – | 866 |
|
|
2021
Q4 | $247K | Sell |
2,692
-318
| -11% | -$29.2K | 0.02% | 719 |
|
|
2021
Q3 | $382K | Buy |
3,010
+434
| +17% | +$55.1K | 0.03% | 300 |
|
|
2021
Q2 | $428K | Sell |
2,576
-161
| -6% | -$26.8K | 0.03% | 475 |
|
|
2021
Q1 | $497K | Sell |
2,737
-300
| -10% | -$54.5K | 0.05% | 391 |
|
|
2020
Q4 | $607K | Sell |
3,037
-4,180
| -58% | -$835K | 0.06% | 302 |
|
|
2020
Q3 | $1.58M | Buy |
+7,217
| New | +$1.58M | 0.12% | 182 |
|