Lake Street Private Wealth’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
-12,523
Closed -$1.15M 353
2021
Q4
$1.15M Buy
12,523
+1,374
+12% +$126K 0.2% 115
2021
Q3
$1.41M Buy
11,149
+1,184
+12% +$150K 0.34% 79
2021
Q2
$1.64M Buy
9,965
+648
+7% +$107K 0.42% 71
2021
Q1
$1.69M Buy
9,317
+1,319
+16% +$240K 0.47% 61
2020
Q4
$1.6M Buy
7,998
+4,435
+124% +$887K 0.46% 63
2020
Q3
$781K Buy
+3,563
New +$781K 0.26% 90