Berman Capital Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $76K | Buy |
430
+26
| +6% | +$4.6K | 0.01% | 527 |
|
|
2021
Q2 | $70K | Buy |
404
+1
| +0.2% | +$173 | 0.01% | 474 |
|
|
2021
Q1 | $63K | Buy |
403
+24
| +6% | +$3.75K | 0.01% | 407 |
|
|
2020
Q4 | $58K | Sell |
379
-1
| -0.3% | -$153 | 0.01% | 371 |
|
|
2020
Q3 | $50K | Sell |
380
-27
| -7% | -$3.55K | 0.01% | 343 |
|
|
2020
Q2 | $51K | Buy |
407
+6
| +1% | +$752 | 0.01% | 322 |
|
|
2020
Q1 | $47K | Buy |
401
+79
| +25% | +$9.26K | 0.02% | 304 |
|
|
2019
Q4 | $45K | Buy |
322
+1
| +0.3% | +$140 | 0.01% | 340 |
|
|
2019
Q3 | $43K | Hold |
321
| – | – | 0.01% | 336 |
|
|
2019
Q2 | $39K | Buy |
321
+47
| +17% | +$5.71K | 0.01% | 352 |
|
|
2019
Q1 | $32K | Buy |
274
+223
| +437% | +$26K | 0.01% | 354 |
|
|
2018
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 701 |
|