Annex Advisory Services’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,400
| Closed | -$252K | – | 291 |
|
|
2023
Q3 | $252K | Hold |
1,400
| – | – | 0.02% | 217 |
|
|
2023
Q2 | $225K | Buy |
+1,400
| New | +$225K | 0.01% | 230 |
|
|
2022
Q4 | – | Sell |
-1,559
| Closed | -$203K | – | 268 |
|
|
2022
Q3 | $203K | Sell |
1,559
-61
| -4% | -$7.94K | 0.01% | 219 |
|
|
2022
Q2 | $250K | Sell |
1,620
-60
| -4% | -$9.26K | 0.02% | 211 |
|
|
2022
Q1 | $303K | Buy |
1,680
+85
| +5% | +$15.3K | 0.02% | 196 |
|
|
2021
Q4 | $296K | Buy |
+1,595
| New | +$296K | 0.02% | 192 |
|