WealthPLAN Partners’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-130
| Closed | -$3.29K | – | 1074 |
|
|
2023
Q2 | $3.29K | Sell |
130
-11
| -8% | -$279 | ﹤0.01% | 980 |
|
|
2023
Q1 | $3.65K | Buy |
+141
| New | +$3.65K | ﹤0.01% | 1041 |
|
|
2022
Q1 | $262K | Buy |
+7,769
| New | +$262K | 0.02% | 339 |
|
|
2021
Q1 | – | Sell |
-1,784
| Closed | -$494K | – | 344 |
|
|
2020
Q4 | $494K | Buy |
1,784
+3
| +0.2% | +$831 | 0.04% | 216 |
|
|
2020
Q3 | $333K | Buy |
1,781
+138
| +8% | +$25.8K | 0.03% | 235 |
|
|
2020
Q2 | $316K | Hold |
1,643
| – | – | 0.03% | 228 |
|
|
2020
Q1 | $295K | Buy |
+1,643
| New | +$295K | 0.04% | 197 |
|