Bingham Osborn & Scarborough’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,661
Closed -$220K 166
2020
Q3
$220K Sell
1,661
-102
-6% -$13.5K 0.02% 151
2020
Q2
$221K Buy
1,763
+6
+0.3% +$752 0.02% 144
2020
Q1
$211K Sell
1,757
-7
-0.4% -$841 0.02% 136
2019
Q4
$248K Hold
1,764
0.02% 142
2019
Q3
$237K Sell
1,764
-30
-2% -$4.03K 0.02% 134
2019
Q2
$222K Buy
1,794
+52
+3% +$6.44K 0.02% 138
2019
Q1
$206K Buy
+1,742
New +$206K 0.02% 138
2018
Q4
Sell
-1,725
Closed -$215K 147
2018
Q3
$215K Buy
1,725
+106
+7% +$13.2K 0.02% 136
2018
Q2
$209K Buy
1,619
+56
+4% +$7.23K 0.02% 134
2018
Q1
$204K Sell
1,563
-11
-0.7% -$1.44K 0.02% 140
2017
Q4
$200K Buy
+1,574
New +$200K 0.02% 127