Parsec Financial Management’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-23,057
| Closed | -$444K | – | 246 |
|
2020
Q1 | $444K | Sell |
23,057
-15,471
| -40% | -$298K | 0.03% | 166 |
|
2019
Q4 | $1.52M | Sell |
38,528
-5,415
| -12% | -$214K | 0.09% | 124 |
|
2019
Q3 | $1.8M | Sell |
43,943
-3,340
| -7% | -$137K | 0.11% | 117 |
|
2019
Q2 | $1.73M | Sell |
47,283
-7,663
| -14% | -$281K | 0.11% | 120 |
|
2019
Q1 | $1.99M | Buy |
54,946
+176
| +0.3% | +$6.37K | 0.13% | 118 |
|
2018
Q4 | $1.8M | Sell |
54,770
-13,774
| -20% | -$454K | 0.13% | 115 |
|
2018
Q3 | $2.26M | Buy |
68,544
+2,823
| +4% | +$93.2K | 0.14% | 112 |
|
2018
Q2 | $2.43M | Buy |
65,721
+2,852
| +5% | +$105K | 0.16% | 111 |
|
2018
Q1 | $2.72M | Buy |
62,869
+29,569
| +89% | +$1.28M | 0.19% | 104 |
|
2017
Q4 | $1.6M | Hold |
33,300
| – | – | 0.11% | 127 |
|
2017
Q3 | $1.38M | Buy |
+33,300
| New | +$1.38M | 0.1% | 132 |
|