Plante Moran Financial 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 |
-35
| Closed | -$4K | – | 1109 |
|
|
2021
Q3 | $4K | Buy |
35
+31
| +775% | +$3.54K | ﹤0.01% | 816 |
|
|
2021
Q2 | $1K | Sell |
4
-1,085
| -100% | -$271K | ﹤0.01% | 924 |
|
|
2021
Q1 | $198K | Buy |
1,089
+1,009
| +1,261% | +$183K | 0.05% | 174 |
|
|
2020
Q4 | $16K | Sell |
80
-120
| -60% | -$24K | ﹤0.01% | 567 |
|
|
2020
Q3 | $44K | Buy |
200
+175
| +700% | +$38.5K | 0.02% | 344 |
|
|
2020
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 604 |
|
|
2020
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 604 |
|
|
2019
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 700 |
|
|
2019
Q3 | $2K | Buy |
25
+10
| +67% | +$800 | ﹤0.01% | 792 |
|
|
2019
Q2 | $1K | Sell |
15
-157
| -91% | -$10.5K | ﹤0.01% | 762 |
|
|
2019
Q1 | $10K | Buy |
+172
| New | +$10K | ﹤0.01% | 556 |
|