Alpha Cubed Investments’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,500
| Closed | -$201K | – | 202 |
|
|
2015
Q2 | $201K | Sell |
1,500
-327
| -18% | -$43.8K | 0.05% | 172 |
|
|
2015
Q1 | $256K | Sell |
1,827
-100
| -5% | -$14K | 0.08% | 151 |
|
|
2014
Q4 | $242K | Sell |
1,927
-150
| -7% | -$18.8K | 0.09% | 125 |
|
|
2014
Q3 | $244K | Sell |
2,077
-100
| -5% | -$11.7K | 0.12% | 129 |
|
|
2014
Q2 | $260K | Sell |
2,177
-173
| -7% | -$20.7K | 0.12% | 150 |
|
|
2014
Q1 | $266K | Buy |
+2,350
| New | +$266K | 0.14% | 148 |
|