Aspiriant Holdings S3’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $284K | Hold |
2,311
| – | – | 0.12% | 102 |
|
|
2015
Q3 | $271K | Hold |
2,311
| – | – | 0.12% | 98 |
|
|
2015
Q2 | $309K | Sell |
2,311
-270
| -10% | -$36.1K | 0.12% | 96 |
|
|
2015
Q1 | $361K | Hold |
2,581
| – | – | 0.14% | 94 |
|
|
2014
Q4 | $324K | Buy |
2,581
+270
| +12% | +$33.9K | 0.13% | 96 |
|
|
2014
Q3 | $272K | Hold |
2,311
| – | – | 0.11% | 99 |
|
|
2014
Q2 | $277K | Hold |
2,311
| – | – | 0.11% | 103 |
|
|
2014
Q1 | $261K | Sell |
2,311
-100
| -4% | -$11.3K | 0.11% | 100 |
|
|
2013
Q4 | $294K | Hold |
2,411
| – | – | 0.12% | 95 |
|
|
2013
Q3 | $309K | Buy |
2,411
+411
| +21% | +$52.7K | 0.13% | 91 |
|
|
2013
Q2 | $241K | Buy |
+2,000
| New | +$241K | 0.11% | 94 |
|