Ropes Wealth 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 |
-42
| Closed | -$2K | – | 735 |
|
|
2020
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 668 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$66K | – | 535 |
|
|
2018
Q3 | $66K | Hold |
2,000
| – | – | 0.02% | 309 |
|
|
2018
Q2 | $74K | Hold |
2,000
| – | – | 0.02% | 310 |
|
|
2018
Q1 | $87K | Hold |
2,000
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $96K | Buy |
+2,000
| New | +$96K | 0.03% | 278 |
|
|
2017
Q1 | – | Sell |
-2,400
| Closed | -$74K | – | 560 |
|
|
2016
Q4 | $74K | Sell |
2,400
-735
| -23% | -$22.7K | 0.02% | 280 |
|
|
2016
Q3 | $94K | Buy |
3,135
+2,637
| +530% | +$79.1K | 0.03% | 249 |
|
|
2016
Q2 | $13K | Hold |
498
| – | – | ﹤0.01% | 353 |
|
|
2016
Q1 | $15K | Sell |
498
-1,274
| -72% | -$38.4K | 0.01% | 307 |
|
|
2015
Q4 | $59K | Buy |
+1,772
| New | +$59K | 0.03% | 232 |
|