Alera Investment Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-940
| Closed | -$237K | – | 293 |
|
|
2024
Q1 | $237K | Buy |
+940
| New | +$237K | 0.03% | 151 |
|
|
2019
Q2 | – | Sell |
-402
| Closed | -$47K | – | 916 |
|
|
2019
Q1 | $47K | Buy |
402
+55
| +16% | +$6.43K | 0.02% | 172 |
|
|
2018
Q4 | $40K | Buy |
+347
| New | +$40K | 0.02% | 194 |
|