Altium Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.81M | Sell |
11,721
-641
| -5% | -$98.8K | 0.13% | 95 |
|
2022
Q1 | $2.23M | Buy |
12,362
+1,567
| +15% | +$282K | 0.14% | 81 |
|
2021
Q4 | $2M | Buy |
10,795
+2,571
| +31% | +$476K | 0.13% | 90 |
|
2021
Q3 | $1.46M | Buy |
8,224
+1,105
| +16% | +$196K | 0.1% | 101 |
|
2021
Q2 | $1.25M | Buy |
7,119
+1,496
| +27% | +$262K | 0.09% | 108 |
|
2021
Q1 | $878K | Buy |
5,623
+2,353
| +72% | +$367K | 0.07% | 127 |
|
2020
Q4 | $505K | Buy |
3,270
+95
| +3% | +$14.7K | 0.04% | 194 |
|
2020
Q3 | $420K | Buy |
3,175
+471
| +17% | +$62.3K | 0.04% | 206 |
|
2020
Q2 | $340K | Buy |
2,704
+612
| +29% | +$77K | 0.04% | 251 |
|
2020
Q1 | $251K | Buy |
+2,092
| New | +$251K | 0.03% | 246 |
|