Sterling Investment Advisors (Pennsylvania)’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,419
| Closed | -$247K | – | 623 |
|
|
2022
Q1 | $247K | Buy |
3,419
+400
| +13% | +$28.9K | 0.07% | 134 |
|
|
2021
Q4 | $277K | Buy |
3,019
+656
| +28% | +$60.2K | 0.08% | 129 |
|
|
2021
Q3 | $300K | Hold |
2,363
| – | – | 0.09% | 127 |
|
|
2021
Q2 | $393K | Hold |
2,363
| – | – | 0.12% | 119 |
|
|
2021
Q1 | $429K | Hold |
2,363
| – | – | 0.14% | 109 |
|
|
2020
Q4 | $473K | Buy |
2,363
+2,113
| +845% | +$423K | 0.16% | 101 |
|
|
2020
Q3 | $55K | Hold |
250
| – | – | 0.02% | 212 |
|
|
2020
Q2 | $47K | Hold |
250
| – | – | 0.02% | 218 |
|
|
2020
Q1 | $38K | Hold |
250
| – | – | 0.02% | 209 |
|
|
2019
Q4 | $20K | Hold |
250
| – | – | 0.01% | 294 |
|
|
2019
Q3 | $17K | Hold |
250
| – | – | 0.01% | 307 |
|
|
2019
Q2 | $17K | Hold |
250
| – | – | 0.01% | 310 |
|
|
2019
Q1 | $14K | Hold |
250
| – | – | 0.01% | 318 |
|
|
2018
Q4 | $12K | Hold |
250
| – | – | 0.01% | 315 |
|
|
2018
Q3 | $22K | Sell |
250
-250
| -50% | -$22K | 0.01% | 299 |
|
|
2018
Q2 | $29K | Hold |
500
| – | – | 0.02% | 260 |
|
|
2018
Q1 | $20K | Hold |
500
| – | – | 0.01% | 275 |
|
|
2017
Q4 | $17K | Hold |
500
| – | – | 0.01% | 269 |
|
|
2017
Q3 | $17K | Hold |
500
| – | – | 0.01% | 265 |
|
|
2017
Q2 | $17K | Hold |
500
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $13K | Hold |
500
| – | – | 0.01% | 279 |
|
|
2016
Q4 | $8K | Buy |
+500
| New | +$8K | 0.01% | 257 |
|