Perigon Wealth Management’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,455
| Closed | -$242K | – | 555 |
|
|
2021
Q2 | $242K | Sell |
1,455
-31
| -2% | -$5.16K | 0.02% | 455 |
|
|
2021
Q1 | $270K | Buy |
1,486
+102
| +7% | +$18.5K | 0.03% | 408 |
|
|
2020
Q4 | $277K | Sell |
1,384
-335
| -19% | -$67K | 0.03% | 347 |
|
|
2020
Q3 | $377K | Buy |
1,719
+89
| +5% | +$19.5K | 0.05% | 259 |
|
|
2020
Q2 | $311K | Sell |
1,630
-130
| -7% | -$24.8K | 0.05% | 264 |
|
|
2020
Q1 | $258K | Buy |
+1,760
| New | +$258K | 0.05% | 260 |
|