Summit Securities Group’s Teladoc Health TDOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,300
Closed -$260K 406
2020
Q4
$260K Buy
+1,300
New +$260K 0.02% 214
2020
Q2
Sell
-10,000
Closed -$1.55M 228
2020
Q1
$1.55M Buy
10,000
+4,000
+67% +$620K 0.27% 30
2019
Q4
$502K Buy
+6,000
New +$502K 0.04% 133