SFP
Shepherd Financial Partners’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,040
| Closed | -$294K | – | 170 |
|
|
2022
Q1 | $294K | Sell |
4,040
-8,934
| -69% | -$650K | 0.05% | 142 |
|
|
2021
Q4 | $1.19M | Sell |
12,974
-250
| -2% | -$22.9K | 0.21% | 83 |
|
|
2021
Q3 | $1.67M | Buy |
13,224
+1,809
| +16% | +$229K | 0.32% | 62 |
|
|
2021
Q2 | $1.9M | Sell |
11,415
-257
| -2% | -$42.7K | 0.36% | 58 |
|
|
2021
Q1 | $2.12M | Buy |
11,672
+172
| +1% | +$31.3K | 0.47% | 39 |
|
|
2020
Q4 | $2.3M | Buy |
11,500
+811
| +8% | +$162K | 0.53% | 37 |
|
|
2020
Q3 | $2.34M | Buy |
10,689
+381
| +4% | +$83.5K | 0.55% | 28 |
|
|
2020
Q2 | $1.97M | Sell |
10,308
-1,398
| -12% | -$267K | 0.53% | 27 |
|
|
2020
Q1 | $1.82M | Sell |
11,706
-2,312
| -16% | -$359K | 0.63% | 25 |
|
|
2019
Q4 | $1.18M | Sell |
14,018
-112
| -0.8% | -$9.39K | 0.27% | 62 |
|
|
2019
Q3 | $956K | Hold |
14,130
| – | – | 0.24% | 61 |
|
|
2019
Q2 | $938K | Buy |
+14,130
| New | +$938K | 0.18% | 64 |
|