Mount Yale Investment 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
Q2 | – | Sell |
-4,103
| Closed | -$296K | – | 492 |
|
|
2022
Q1 | $296K | Hold |
4,103
| – | – | 0.03% | 370 |
|
|
2021
Q4 | $377K | Hold |
4,103
| – | – | 0.04% | 326 |
|
|
2021
Q3 | $520K | Hold |
4,103
| – | – | 0.06% | 277 |
|
|
2021
Q2 | $682K | Sell |
4,103
-163
| -4% | -$27.1K | 0.08% | 229 |
|
|
2021
Q1 | $775K | Sell |
4,266
-1,117
| -21% | -$203K | 0.1% | 211 |
|
|
2020
Q4 | $1.08M | Buy |
+5,383
| New | +$1.08M | 0.15% | 153 |
|
|
2018
Q4 | – | Sell |
-273
| Closed | -$19K | – | 723 |
|
|
2018
Q3 | $19K | Buy |
+273
| New | +$19K | ﹤0.01% | 793 |
|