SWMP
Signature Wealth Management Partners’s Teladoc Health TDOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,254
| Closed | -$235K | – | 115 |
|
|
2022
Q1 | $235K | Buy |
+3,254
| New | +$235K | 0.2% | 96 |
|
|
2021
Q4 | – | Sell |
-1,996
| Closed | -$253K | – | 113 |
|
|
2021
Q3 | $253K | Buy |
1,996
+642
| +47% | +$81.4K | 0.23% | 90 |
|
|
2021
Q2 | $225K | Buy |
+1,354
| New | +$225K | 0.2% | 98 |
|