WR Wealth Planners’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 | $170K | Hold |
1,348
| – | – | 0.05% | 173 |
|
|
2024
Q3 | $208K | Hold |
1,348
| – | – | 0.06% | 176 |
|
|
2024
Q2 | $155K | Buy |
1,348
+3
| +0.2% | +$346 | 0.05% | 202 |
|
|
2024
Q1 | $174K | Buy |
+1,345
| New | +$174K | 0.05% | 190 |
|
|
2023
Q4 | – | Sell |
-1,345
| Closed | -$99.5K | – | 799 |
|
|
2023
Q3 | $99.5K | Hold |
1,345
| – | – | 0.04% | 235 |
|
|
2023
Q2 | $106K | Hold |
1,345
| – | – | 0.04% | 233 |
|
|
2023
Q1 | $80.7K | Buy |
+1,345
| New | +$80.7K | 0.03% | 265 |
|