Alpha Omega Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-400
| Closed | -$42K | – | 473 |
|
|
2017
Q2 | $42K | Hold |
400
| – | – | 0.02% | 232 |
|
|
2017
Q1 | $43K | Sell |
400
-1,150
| -74% | -$124K | 0.02% | 237 |
|
|
2016
Q4 | $182K | Hold |
1,550
| – | – | 0.1% | 132 |
|
|
2016
Q3 | $180K | Hold |
1,550
| – | – | 0.14% | 67 |
|
|
2016
Q2 | $155K | Buy |
1,550
+400
| +35% | +$40K | 0.13% | 70 |
|
|
2016
Q1 | $122K | Hold |
1,150
| – | – | 0.1% | 80 |
|
|
2015
Q4 | $141K | Buy |
+1,150
| New | +$141K | 0.12% | 67 |
|