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 |
|