BDO Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $113K | Buy |
702
+127
| +22% | +$20.4K | 0.01% | 327 |
|
|
2023
Q1 | $81.5K | Buy |
575
+215
| +60% | +$30.5K | 0.01% | 348 |
|
|
2022
Q4 | $49.2K | Sell |
360
-73
| -17% | -$9.97K | 0.01% | 416 |
|
|
2022
Q3 | $56K | Hold |
433
| – | – | 0.01% | 394 |
|
|
2022
Q2 | $67K | Sell |
433
-100
| -19% | -$15.5K | 0.01% | 376 |
|
|
2022
Q1 | $96K | Sell |
533
-21
| -4% | -$3.78K | 0.01% | 342 |
|
|
2021
Q4 | $103K | Sell |
554
-52
| -9% | -$9.67K | 0.01% | 348 |
|
|
2021
Q3 | $108K | Sell |
606
-83
| -12% | -$14.8K | 0.01% | 347 |
|
|
2021
Q2 | $120K | Hold |
689
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $108K | Buy |
+689
| New | +$108K | 0.01% | 351 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$19K | – | 949 |
|
|
2020
Q2 | $19K | Sell |
150
-50
| -25% | -$6.33K | ﹤0.01% | 435 |
|
|
2020
Q1 | $24K | Buy |
200
+100
| +100% | +$12K | ﹤0.01% | 426 |
|
|
2019
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2019
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 437 |
|
|
2019
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2019
Q1 | $12K | Sell |
100
-250
| -71% | -$30K | ﹤0.01% | 416 |
|
|
2018
Q4 | $41K | Hold |
350
| – | – | 0.01% | 282 |
|
|
2018
Q3 | $44K | Hold |
350
| – | – | 0.01% | 306 |
|
|
2018
Q2 | $45K | Buy |
350
+250
| +250% | +$32.1K | 0.02% | 311 |
|
|
2018
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2017
Q4 | $13K | Hold |
100
| – | – | 0.01% | 317 |
|
|
2017
Q3 | $12K | Sell |
100
-25
| -20% | -$3K | 0.01% | 300 |
|
|
2017
Q2 | $13K | Buy |
+125
| New | +$13K | 0.01% | 345 |
|