OneDigital 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
2021
Q4
Sell
-2,257
Closed -$286K 803
2021
Q3
$286K Sell
2,257
-1,291
-36% -$164K 0.01% 582
2021
Q2
$590K Sell
3,548
-9,008
-72% -$1.5M 0.02% 363
2021
Q1
$2.28M Sell
12,556
-1,818
-13% -$330K 0.11% 133
2020
Q4
$2.87M Buy
14,374
+3,567
+33% +$713K 0.15% 97
2020
Q3
$2.37M Buy
10,807
+354
+3% +$77.6K 0.16% 104
2020
Q2
$2M Buy
10,453
+1,571
+18% +$300K 0.14% 132
2020
Q1
$1.38M Buy
8,882
+1,004
+13% +$156K 0.12% 159
2019
Q4
$660K Sell
7,878
-1,193
-13% -$99.9K 0.05% 244
2019
Q3
$614K Sell
9,071
-5,645
-38% -$382K 0.06% 233
2019
Q2
$978K Buy
14,716
+9,558
+185% +$635K 0.08% 154
2019
Q1
$287K Buy
5,158
+765
+17% +$42.6K 0.04% 236
2018
Q4
$218K Buy
+4,393
New +$218K 0.04% 248
2018
Q3
Sell
-2,798
Closed -$162K 1228
2018
Q2
$162K Buy
2,798
+494
+21% +$28.6K 0.03% 250
2018
Q1
$93K Hold
2,304
0.02% 364
2017
Q4
$80K Hold
2,304
0.01% 395
2017
Q3
$76K Hold
2,304
0.03% 286
2017
Q2
$80K Buy
+2,304
New +$80K 0.02% 365