Mariner Independent Advisor Network’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,432
| Closed | -$422K | – | 282 |
|
|
2018
Q2 | $422K | Hold |
11,432
| – | – | 0.07% | 131 |
|
|
2018
Q1 | $494K | Buy |
11,432
+11
| +0.1% | +$475 | 0.03% | 293 |
|
|
2017
Q4 | $548K | Buy |
11,421
+294
| +3% | +$14.1K | 0.06% | 232 |
|
|
2017
Q3 | $461K | Buy |
11,127
+39
| +0.4% | +$1.62K | 0.08% | 136 |
|
|
2017
Q2 | $438K | Buy |
+11,088
| New | +$438K | 0.06% | 163 |
|
|
2017
Q1 | – | Sell |
-11,982
| Closed | -$371K | – | 346 |
|
|
2016
Q4 | $371K | Hold |
11,982
| – | – | 0.06% | 138 |
|
|
2016
Q3 | $358K | Buy |
+11,982
| New | +$358K | 0.05% | 147 |
|
|
2015
Q1 | – | Sell |
-5,961
| Closed | -$204K | – | 157 |
|
|
2014
Q4 | $204K | Buy |
+5,961
| New | +$204K | 0.09% | 158 |
|