Wealthspire Advisors (Maryland)’s Toll Brothers TOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-297
| Closed | -$11K | – | 1929 |
|
|
2019
Q1 | $11K | Buy |
297
+11
| +4% | +$407 | ﹤0.01% | 1504 |
|
|
2018
Q4 | $9K | Buy |
286
+68
| +31% | +$2.14K | ﹤0.01% | 1516 |
|
|
2018
Q3 | $7K | Buy |
218
+47
| +27% | +$1.51K | ﹤0.01% | 1679 |
|
|
2018
Q2 | $6K | Sell |
171
-265
| -61% | -$9.3K | ﹤0.01% | 1735 |
|
|
2018
Q1 | $19K | Buy |
436
+265
| +155% | +$11.5K | ﹤0.01% | 1318 |
|
|
2017
Q4 | $8K | Buy |
171
+7
| +4% | +$327 | ﹤0.01% | 1689 |
|
|
2017
Q3 | $7K | Buy |
164
+12
| +8% | +$512 | ﹤0.01% | 1698 |
|
|
2017
Q2 | $6K | Buy |
152
+4
| +3% | +$158 | ﹤0.01% | 1725 |
|
|
2017
Q1 | $5K | Buy |
148
+32
| +28% | +$1.08K | ﹤0.01% | 1532 |
|
|
2016
Q4 | $4K | Sell |
116
-124
| -52% | -$4.28K | ﹤0.01% | 1438 |
|
|
2016
Q3 | $7K | Hold |
240
| – | – | ﹤0.01% | 1335 |
|
|
2016
Q2 | $6K | Hold |
240
| – | – | ﹤0.01% | 1312 |
|
|
2016
Q1 | $7K | Buy |
240
+28
| +13% | +$817 | ﹤0.01% | 1266 |
|
|
2015
Q4 | $7K | Buy |
+212
| New | +$7K | ﹤0.01% | 1281 |
|