SWM
Selective Wealth Management’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | -$27K | – | 832 |
|
|
2022
Q2 | $27K | Hold |
600
| – | – | 0.01% | 428 |
|
|
2022
Q1 | $28K | Sell |
600
-2,100
| -78% | -$98K | 0.01% | 403 |
|
|
2021
Q4 | $195K | Hold |
2,700
| – | – | 0.08% | 123 |
|
|
2021
Q3 | $149K | Buy |
2,700
+1,500
| +125% | +$82.8K | 0.08% | 132 |
|
|
2021
Q2 | $69K | Buy |
+1,200
| New | +$69K | 0.06% | 152 |
|