Aspiriant LLC’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 |
-2,040
| Closed | -$214K | – | 216 |
|
|
2017
Q2 | $214K | Hold |
2,040
| – | – | 0.02% | 194 |
|
|
2017
Q1 | $222K | Hold |
2,040
| – | – | 0.02% | 196 |
|
|
2016
Q4 | $239K | Hold |
2,040
| – | – | 0.02% | 172 |
|
|
2016
Q3 | $237K | Sell |
2,040
-351
| -15% | -$40.8K | 0.02% | 173 |
|
|
2016
Q2 | $317K | Buy |
2,391
+80
| +3% | +$10.6K | 0.03% | 155 |
|
|
2016
Q1 | $246K | Buy |
+2,311
| New | +$246K | 0.02% | 156 |
|