B. Riley Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $718K | Sell |
3,692
-50
| -1% | -$9.73K | 0.02% | 557 |
|
|
2024
Q3 | $667K | Sell |
3,742
-98
| -3% | -$17.5K | 0.02% | 634 |
|
|
2024
Q2 | $787K | Buy |
3,840
+228
| +6% | +$46.7K | 0.02% | 623 |
|
|
2024
Q1 | $649K | Buy |
3,612
+205
| +6% | +$36.8K | 0.02% | 671 |
|
|
2023
Q4 | $625K | Sell |
3,407
-205
| -6% | -$37.6K | 0.02% | 705 |
|
|
2023
Q3 | $649K | Buy |
3,612
+52
| +1% | +$9.35K | 0.02% | 671 |
|
|
2023
Q2 | $572K | Sell |
3,560
-32
| -0.9% | -$5.14K | 0.01% | 791 |
|
|
2023
Q1 | $509K | Buy |
3,592
+773
| +27% | +$110K | 0.01% | 794 |
|
|
2022
Q4 | $385K | Sell |
2,819
-157
| -5% | -$21.4K | 0.01% | 904 |
|
|
2022
Q3 | $388K | Buy |
2,976
+709
| +31% | +$92.4K | 0.01% | 880 |
|
|
2022
Q2 | $351K | Sell |
2,267
-365
| -14% | -$56.5K | 0.01% | 802 |
|
|
2022
Q1 | $476K | Buy |
2,632
+116
| +5% | +$21K | 0.02% | 775 |
|
|
2021
Q4 | $467K | Buy |
2,516
+819
| +48% | +$152K | 0.01% | 849 |
|
|
2021
Q3 | $303K | Buy |
1,697
+209
| +14% | +$37.3K | 0.01% | 1033 |
|
|
2021
Q2 | $260K | Buy |
1,488
+139
| +10% | +$24.3K | 0.01% | 1100 |
|
|
2021
Q1 | $212K | Buy |
+1,349
| New | +$212K | 0.01% | 1166 |
|
|
2016
Q1 | – | Sell |
-1,677
| Closed | -$207K | – | 614 |
|
|
2015
Q4 | $207K | Sell |
1,677
-110
| -6% | -$13.6K | 0.04% | 480 |
|
|
2015
Q3 | $212K | Buy |
+1,787
| New | +$212K | 0.05% | 462 |
|
|
2015
Q1 | – | Sell |
-2,373
| Closed | -$298 | – | 1854 |
|
|
2014
Q4 | $298 | Buy |
2,373
+60
| +3% | +$8 | 0.01% | 1130 |
|
|
2014
Q3 | $272K | Buy |
2,313
+457
| +25% | +$53.7K | 0.07% | 389 |
|
|
2014
Q2 | $222K | Buy |
+1,856
| New | +$222K | 0.05% | 417 |
|
|
2013
Q3 | – | Sell |
-1,370
| Closed | -$165K | – | 745 |
|
|
2013
Q2 | $165K | Buy |
+1,370
| New | +$165K | 0.06% | 400 |
|