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Shepherd Financial Partners’s Teladoc Health TDOC Stock Holding History

Shepherd Financial Partners’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,040
Closed -$294K – 170
2022
Q1 		$294K Sell
4,040
-8,934
-69% -$644K 0.05% 142
2021
Q4 		$1.19M Sell
12,974
-250
-2% -$29.9K 0.21% 83
2021
Q3 		$1.67M Buy
13,224
+1,809
+16% +$263K 0.32% 62
2021
Q2 		$1.9M Sell
11,415
-257
-2% -$41.6K 0.36% 58
2021
Q1 		$2.12M Buy
11,672
+172
+1% +$39.9K 0.47% 39
2020
Q4 		$2.3M Buy
11,500
+811
+8% +$165K 0.53% 37
2020
Q3 		$2.34M Buy
10,689
+381
+4% +$80.7K 0.55% 28
2020
Q2 		$1.97M Sell
10,308
-1,398
-12% -$245K 0.53% 27
2020
Q1 		$1.82M Sell
11,706
-2,312
-16% -$269K 0.63% 25
2019
Q4 		$1.18M Sell
14,018
-112
-0.8% -$8.52K 0.27% 62
2019
Q3 		$956K Hold
14,130
– – 0.24% 61
2019
Q2 		$938K Buy
+14,130
New +$824K 0.18% 64

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NAMA
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SOMRS
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State Street
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KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return