WAM
Weatherly Asset Management’s Teladoc Health TDOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,397
| Closed | -$461K | – | 196 |
|
2022
Q1 | $461K | Sell |
6,397
-150
| -2% | -$10.8K | 0.05% | 148 |
|
2021
Q4 | $601K | Sell |
6,547
-1,380
| -17% | -$127K | 0.07% | 139 |
|
2021
Q3 | $1.01M | Hold |
7,927
| – | – | 0.12% | 113 |
|
2021
Q2 | $1.32M | Sell |
7,927
-45
| -0.6% | -$7.48K | 0.17% | 98 |
|
2021
Q1 | $1.45M | Buy |
7,972
+220
| +3% | +$40K | 0.2% | 87 |
|
2020
Q4 | $1.55M | Buy |
7,752
+20
| +0.3% | +$4K | 0.22% | 79 |
|
2020
Q3 | $1.7M | Buy |
7,732
+1,495
| +24% | +$328K | 0.27% | 67 |
|
2020
Q2 | $1.19M | Buy |
6,237
+3,312
| +113% | +$632K | 0.21% | 81 |
|
2020
Q1 | $453K | Buy |
+2,925
| New | +$453K | 0.1% | 125 |
|