Barrett Asset Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-300
| Closed | -$38K | – | 382 |
|
2014
Q4 | $38K | Hold |
300
| – | – | ﹤0.01% | 257 |
|
2014
Q3 | $35K | Hold |
300
| – | – | ﹤0.01% | 273 |
|
2014
Q2 | $36K | Hold |
300
| – | – | ﹤0.01% | 261 |
|
2014
Q1 | $34K | Hold |
300
| – | – | ﹤0.01% | 251 |
|
2013
Q4 | $37K | Hold |
300
| – | – | ﹤0.01% | 232 |
|
2013
Q3 | $38K | Hold |
300
| – | – | ﹤0.01% | 238 |
|
2013
Q2 | $36K | Buy |
+300
| New | +$36K | ﹤0.01% | 238 |
|