PWA
Phoenix Wealth Advisors’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,994
| Closed | -$203K | – | 117 |
|
|
2022
Q3 | $203K | Buy |
+7,994
| New | +$203K | 0.2% | 104 |
|
|
2022
Q2 | – | Sell |
-15,716
| Closed | -$1.06M | – | 119 |
|
|
2022
Q1 | $1.06M | Buy |
15,716
+2,195
| +16% | +$149K | 1.1% | 25 |
|
|
2021
Q4 | $1.24M | Buy |
13,521
+4,561
| +51% | +$419K | 0.94% | 30 |
|
|
2021
Q3 | $1.14M | Sell |
8,960
-370
| -4% | -$46.9K | 0.85% | 29 |
|
|
2021
Q2 | $1.53M | Buy |
9,330
+184
| +2% | +$30.1K | 1.1% | 27 |
|
|
2021
Q1 | $1.67M | Buy |
9,146
+3,978
| +77% | +$727K | 1.3% | 30 |
|
|
2020
Q4 | $1.03M | Buy |
+5,168
| New | +$1.03M | 0.78% | 36 |
|