Wealthcare Advisory Partners’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,521
| Closed | -$235K | – | 930 |
|
|
2024
Q3 | $235K | Buy |
+1,521
| New | +$235K | 0.01% | 785 |
|
|
2021
Q2 | – | Sell |
-1,054
| Closed | -$60K | – | 1747 |
|
|
2021
Q1 | $60K | Buy |
+1,054
| New | +$60K | ﹤0.01% | 822 |
|
|
2020
Q2 | – | Sell |
-1,054
| Closed | -$20K | – | 1255 |
|
|
2020
Q1 | $20K | Buy |
1,054
+897
| +571% | +$17K | ﹤0.01% | 738 |
|
|
2019
Q4 | $6K | Hold |
157
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q3 | $6K | Buy |
157
+1
| +0.6% | +$38 | ﹤0.01% | 1044 |
|
|
2019
Q2 | $6K | Hold |
156
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q1 | $6K | Hold |
156
| – | – | ﹤0.01% | 936 |
|
|
2018
Q4 | $5K | Buy |
156
+1
| +0.6% | +$32 | ﹤0.01% | 948 |
|
|
2018
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q2 | $6K | Buy |
155
+54
| +53% | +$2.09K | ﹤0.01% | 956 |
|
|
2018
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 884 |
|
|
2017
Q4 | $5K | Buy |
101
+1
| +1% | +$50 | ﹤0.01% | 796 |
|
|
2017
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 695 |
|