Valeo Financial Advisors’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,004
| Closed | -$114K | – | 1608 |
|
|
2021
Q1 | $114K | Sell |
2,004
-1,042
| -34% | -$59.3K | 0.01% | 559 |
|
|
2020
Q4 | $132K | Buy |
3,046
+3,043
| +101,433% | +$132K | 0.01% | 493 |
|
|
2020
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2044 |
|
|
2019
Q3 | – | Sell |
-388
| Closed | -$14K | – | 1658 |
|
|
2019
Q2 | $14K | Sell |
388
-256
| -40% | -$9.24K | ﹤0.01% | 937 |
|
|
2019
Q1 | $23K | Buy |
644
+609
| +1,740% | +$21.8K | ﹤0.01% | 745 |
|
|
2018
Q4 | $1K | Sell |
35
-1,000
| -97% | -$28.6K | ﹤0.01% | 1411 |
|
|
2018
Q3 | $35K | Buy |
1,035
+35
| +4% | +$1.18K | ﹤0.01% | 618 |
|
|
2018
Q2 | $34K | Buy |
1,000
+887
| +785% | +$30.2K | ﹤0.01% | 627 |
|
|
2018
Q1 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 1155 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1483 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1216 |
|