Boston Trust Walden’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,730
| Closed | -$575K | – | 370 |
|
|
2022
Q2 | $575K | Sell |
3,730
-100
| -3% | -$15.4K | 0.01% | 297 |
|
|
2022
Q1 | $690K | Sell |
3,830
-25
| -0.6% | -$4.5K | 0.01% | 296 |
|
|
2021
Q4 | $714K | Sell |
3,855
-25
| -0.6% | -$4.63K | 0.01% | 308 |
|
|
2021
Q3 | $690K | Hold |
3,880
| – | – | 0.01% | 304 |
|
|
2021
Q2 | $678K | Buy |
3,880
+1,950
| +101% | +$341K | 0.01% | 308 |
|
|
2021
Q1 | $301K | Hold |
1,930
| – | – | ﹤0.01% | 346 |
|
|
2020
Q4 | $298K | Hold |
1,930
| – | – | ﹤0.01% | 347 |
|
|
2020
Q3 | $256K | Hold |
1,930
| – | – | ﹤0.01% | 349 |
|
|
2020
Q2 | $242K | Hold |
1,930
| – | – | ﹤0.01% | 347 |
|
|
2020
Q1 | $232K | Sell |
1,930
-1,450
| -43% | -$174K | ﹤0.01% | 335 |
|
|
2019
Q4 | $475K | Buy |
3,380
+25
| +0.7% | +$3.51K | 0.01% | 327 |
|
|
2019
Q3 | $451K | Hold |
3,355
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $416K | Hold |
3,355
| – | – | 0.01% | 338 |
|
|
2019
Q1 | $396K | Sell |
3,355
-10
| -0.3% | -$1.18K | 0.01% | 345 |
|
|
2018
Q4 | $391K | Sell |
3,365
-325
| -9% | -$37.8K | 0.01% | 335 |
|
|
2018
Q3 | $459K | Hold |
3,690
| – | – | 0.01% | 337 |
|
|
2018
Q2 | $475K | Hold |
3,690
| – | – | 0.01% | 334 |
|
|
2018
Q1 | $481K | Buy |
3,690
+42
| +1% | +$5.48K | 0.01% | 336 |
|
|
2017
Q4 | $464K | Buy |
+3,648
| New | +$464K | 0.01% | 338 |
|