Apriem Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-200
| Closed | -$26K | – | 357 |
|
|
2018
Q2 | $26K | Buy |
+200
| New | +$26K | 0.01% | 311 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$33K | – | 499 |
|
|
2017
Q1 | $33K | Hold |
300
| – | – | 0.01% | 280 |
|
|
2016
Q4 | $35K | Hold |
300
| – | – | 0.01% | 274 |
|
|
2016
Q3 | $35K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2016
Q2 | $30K | Buy |
300
+100
| +50% | +$10K | 0.01% | 287 |
|
|
2016
Q1 | $21K | Hold |
200
| – | – | 0.01% | 303 |
|
|
2015
Q4 | $25K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2015
Q3 | $23K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2015
Q2 | $27K | Buy |
200
+50
| +33% | +$6.75K | 0.01% | 280 |
|
|
2015
Q1 | $21K | Hold |
150
| – | – | 0.01% | 314 |
|
|
2014
Q4 | $19K | Sell |
150
-134
| -47% | -$17K | 0.01% | 306 |
|
|
2014
Q3 | $33K | Buy |
+284
| New | +$33K | 0.01% | 253 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 500 |
|