Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-169
| Closed | -$6K | – | 558 |
|
|
2015
Q3 | $6K | Hold |
169
| – | – | ﹤0.01% | 235 |
|
|
2015
Q2 | $6K | Hold |
169
| – | – | ﹤0.01% | 197 |
|
|
2015
Q1 | $7K | Hold |
169
| – | – | ﹤0.01% | 204 |
|
|
2014
Q4 | $6K | Sell |
169
-227
| -57% | -$8.06K | ﹤0.01% | 220 |
|
|
2014
Q3 | $12K | Hold |
396
| – | – | 0.01% | 165 |
|
|
2014
Q2 | $14K | Buy |
396
+169
| +74% | +$5.98K | 0.01% | 133 |
|
|
2014
Q1 | $8K | Sell |
227
-107
| -32% | -$3.77K | ﹤0.01% | 141 |
|
|
2013
Q4 | $12K | Buy |
334
+107
| +47% | +$3.84K | 0.01% | 155 |
|
|
2013
Q3 | $7K | Hold |
227
| – | – | 0.01% | 130 |
|
|
2013
Q2 | $7K | Buy |
+227
| New | +$7K | 0.01% | 152 |
|