TWA
TCI Wealth Advisors’s Toll Brothers TOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-319
| Closed | -$19.2K | – | 2060 |
|
|
2023
Q1 | $19.2K | Sell |
319
-316
| -50% | -$19K | ﹤0.01% | 730 |
|
|
2022
Q4 | $31.7K | Sell |
635
-210
| -25% | -$10.5K | ﹤0.01% | 526 |
|
|
2022
Q3 | $35K | Sell |
845
-183
| -18% | -$7.58K | 0.01% | 471 |
|
|
2022
Q2 | $46K | Sell |
1,028
-6
| -0.6% | -$268 | 0.01% | 390 |
|
|
2022
Q1 | $49K | Buy |
1,034
+925
| +849% | +$43.8K | 0.01% | 415 |
|
|
2021
Q4 | $8K | Hold |
109
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 1500 |
|
|
2021
Q2 | $6K | Hold |
109
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q1 | $6K | Sell |
109
-2
| -2% | -$110 | ﹤0.01% | 1163 |
|
|
2020
Q4 | $5K | Sell |
111
-6
| -5% | -$270 | ﹤0.01% | 887 |
|
|
2020
Q3 | $6K | Buy |
+117
| New | +$6K | ﹤0.01% | 716 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | – | – | 1642 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1752 |
|
|
2019
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1674 |
|
|
2019
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1620 |
|
|
2019
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1545 |
|
|
2018
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1643 |
|
|
2018
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1595 |
|
|
2018
Q1 | $1K | Sell |
12
-17
| -59% | -$1.42K | ﹤0.01% | 1224 |
|
|
2017
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 1268 |
|
|
2017
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 1205 |
|
|
2017
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 1171 |
|
|
2016
Q4 | $1K | Sell |
29
-7
| -19% | -$241 | ﹤0.01% | 1238 |
|
|
2016
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1223 |
|
|
2016
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1157 |
|