Plante Moran Financial Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-150
| Closed | -$8K | – | 1112 |
|
|
2021
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 731 |
|
|
2021
Q2 | $9K | Buy |
150
+118
| +369% | +$7.08K | ﹤0.01% | 698 |
|
|
2021
Q1 | $2K | Sell |
32
-418
| -93% | -$26.1K | ﹤0.01% | 930 |
|
|
2020
Q4 | $20K | Buy |
+450
| New | +$20K | 0.01% | 535 |
|
|
2017
Q4 | – | Sell |
-213
| Closed | -$9K | – | 915 |
|
|
2017
Q3 | $9K | Sell |
213
-46
| -18% | -$1.94K | 0.01% | 562 |
|
|
2017
Q2 | $10K | Hold |
259
| – | – | 0.01% | 561 |
|
|
2017
Q1 | $9K | Buy |
+259
| New | +$9K | 0.01% | 600 |
|
|
2013
Q3 | – | Sell |
-525
| Closed | -$17K | – | 667 |
|
|
2013
Q2 | $17K | Buy |
+525
| New | +$17K | 0.01% | 268 |
|