Bourgeon Capital Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-33
| Closed | -$6.05K | – | 352 |
|
2023
Q4 | $6.05K | Buy |
33
+15
| +83% | +$2.75K | ﹤0.01% | 264 |
|
2023
Q3 | $3.24K | Buy |
+18
| New | +$3.24K | ﹤0.01% | 272 |
|
2020
Q3 | – | Sell |
-67
| Closed | -$8K | – | 319 |
|
2020
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 199 |
|
2020
Q1 | $8K | Hold |
67
| – | – | ﹤0.01% | 194 |
|
2019
Q4 | $9K | Hold |
67
| – | – | ﹤0.01% | 189 |
|
2019
Q3 | $9K | Buy |
+67
| New | +$9K | ﹤0.01% | 186 |
|