Bartlett & Co’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $265K | Sell |
1,465
-50
| -3% | -$9.04K | ﹤0.01% | 435 |
|
|
2023
Q3 | $272K | Sell |
1,515
-50
| -3% | -$8.98K | ﹤0.01% | 411 |
|
|
2023
Q2 | $252K | Buy |
1,565
+1,050
| +204% | +$169K | ﹤0.01% | 424 |
|
|
2023
Q1 | $73K | Hold |
515
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $70K | Sell |
515
-50
| -9% | -$6.8K | ﹤0.01% | 528 |
|
|
2022
Q3 | $74K | Hold |
565
| – | – | ﹤0.01% | 501 |
|
|
2022
Q2 | $87K | Hold |
565
| – | – | ﹤0.01% | 482 |
|
|
2022
Q1 | $102K | Buy |
+565
| New | +$102K | ﹤0.01% | 489 |
|
|
2021
Q4 | – | Sell |
-490
| Closed | -$87K | – | 845 |
|
|
2021
Q3 | $87K | Sell |
490
-12
| -2% | -$2.13K | ﹤0.01% | 439 |
|
|
2021
Q2 | $88K | Hold |
502
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $78K | Buy |
502
+20
| +4% | +$3.11K | ﹤0.01% | 462 |
|
|
2020
Q4 | $75K | Buy |
+482
| New | +$75K | ﹤0.01% | 468 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$13K | – | 730 |
|
|
2018
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
|
2018
Q1 | $13K | Sell |
100
-100
| -50% | -$13K | ﹤0.01% | 585 |
|
|
2017
Q4 | $25K | Buy |
200
+100
| +100% | +$12.5K | ﹤0.01% | 513 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 579 |
|
|
2017
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2016
Q4 | $12K | Sell |
100
-100
| -50% | -$12K | ﹤0.01% | 586 |
|
|
2016
Q3 | $23K | Sell |
200
-540
| -73% | -$62.1K | ﹤0.01% | 535 |
|
|
2016
Q2 | $74K | Hold |
740
| – | – | ﹤0.01% | 354 |
|
|
2016
Q1 | $79K | Sell |
740
-800
| -52% | -$85.4K | ﹤0.01% | 341 |
|
|
2015
Q4 | $189K | Hold |
1,540
| – | – | 0.01% | 256 |
|
|
2015
Q3 | $181K | Hold |
1,540
| – | – | 0.01% | 252 |
|
|
2015
Q2 | $206K | Hold |
1,540
| – | – | 0.01% | 253 |
|
|
2015
Q1 | $215K | Hold |
1,540
| – | – | 0.01% | 252 |
|
|
2014
Q4 | $193K | Buy |
1,540
+440
| +40% | +$55.1K | 0.01% | 258 |
|
|
2014
Q3 | $129K | Hold |
1,100
| – | – | 0.01% | 288 |
|
|
2014
Q2 | $132K | Sell |
1,100
-380
| -26% | -$45.6K | 0.01% | 285 |
|
|
2014
Q1 | $167K | Hold |
1,480
| – | – | 0.01% | 266 |
|
|
2013
Q4 | $180K | Hold |
1,480
| – | – | 0.01% | 259 |
|
|
2013
Q3 | $189K | Hold |
1,480
| – | – | 0.01% | 250 |
|
|
2013
Q2 | $179K | Buy |
+1,480
| New | +$179K | 0.01% | 253 |
|