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 |
|