Reilly 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
Q1 | – | Sell |
-100
| Closed | -$4K | – | 1047 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 736 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 672 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 780 |
|
|
2020
Q1 | $2K | Sell |
100
-200
| -67% | -$4K | ﹤0.01% | 805 |
|
|
2019
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 599 |
|
|
2019
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 656 |
|
|
2019
Q1 | $11K | Sell |
300
-200
| -40% | -$7.33K | ﹤0.01% | 670 |
|
|
2018
Q4 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 555 |
|
|
2018
Q1 | – | Sell |
-900
| Closed | -$43K | – | 1055 |
|
|
2017
Q4 | $43K | Hold |
900
| – | – | 0.01% | 351 |
|
|
2017
Q3 | $37K | Hold |
900
| – | – | 0.01% | 354 |
|
|
2017
Q2 | $36K | Hold |
900
| – | – | 0.01% | 365 |
|
|
2017
Q1 | $32K | Hold |
900
| – | – | 0.01% | 382 |
|
|
2016
Q4 | $28K | Buy |
900
+776
| +626% | +$24.1K | ﹤0.01% | 383 |
|
|
2016
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 688 |
|
|
2016
Q2 | $3K | Buy |
+124
| New | +$3K | ﹤0.01% | 687 |
|
|
2016
Q1 | – | Sell |
-124
| Closed | -$4K | – | 1086 |
|
|
2015
Q4 | $4K | Hold |
124
| – | – | ﹤0.01% | 746 |
|
|
2015
Q3 | $4K | Hold |
124
| – | – | ﹤0.01% | 1022 |
|
|
2015
Q2 | $5K | Hold |
124
| – | – | ﹤0.01% | 1079 |
|
|
2015
Q1 | $5K | Buy |
+124
| New | +$5K | ﹤0.01% | 1018 |
|