United Capital Financial Advisors’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,814
| Closed | -$350K | – | 1219 |
|
|
2021
Q4 | $350K | Sell |
3,814
-2,592
| -40% | -$238K | ﹤0.01% | 968 |
|
|
2021
Q3 | $812K | Sell |
6,406
-1,403
| -18% | -$178K | ﹤0.01% | 730 |
|
|
2021
Q2 | $1.3M | Sell |
7,809
-9,706
| -55% | -$1.61M | 0.01% | 630 |
|
|
2021
Q1 | $3.18M | Sell |
17,515
-1,803
| -9% | -$328K | 0.02% | 423 |
|
|
2020
Q4 | $3.86M | Buy |
19,318
+9,870
| +104% | +$1.97M | 0.02% | 395 |
|
|
2020
Q3 | $2.07M | Buy |
9,448
+713
| +8% | +$156K | 0.01% | 488 |
|
|
2020
Q2 | $1.67M | Buy |
8,735
+593
| +7% | +$113K | 0.01% | 551 |
|
|
2020
Q1 | $1.26M | Sell |
8,142
-939
| -10% | -$146K | 0.01% | 580 |
|
|
2019
Q4 | $760K | Buy |
9,081
+666
| +8% | +$55.7K | ﹤0.01% | 866 |
|
|
2019
Q3 | $570K | Buy |
+8,415
| New | +$570K | ﹤0.01% | 908 |
|
|
2019
Q2 | – | Sell |
-13,635
| Closed | -$758K | – | 1467 |
|
|
2019
Q1 | $758K | Buy |
+13,635
| New | +$758K | 0.01% | 848 |
|