OAM
Optimal Asset Management’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,662
| Closed | -$594K | – | 420 |
|
|
2020
Q4 | $594K | Sell |
13,662
-41
| -0.3% | -$1.78K | 0.08% | 322 |
|
|
2020
Q3 | $667K | Sell |
13,703
-9,497
| -41% | -$462K | 0.1% | 301 |
|
|
2020
Q2 | $756K | Sell |
23,200
-22,003
| -49% | -$717K | 0.12% | 259 |
|
|
2020
Q1 | $870 | Buy |
45,203
+25,507
| +130% | +$491 | 0.08% | 304 |
|
|
2019
Q4 | $778K | Buy |
+19,696
| New | +$778K | 0.12% | 266 |
|