Brandywine Oak Private Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,726
| Closed | -$224K | – | 292 |
|
|
2022
Q3 | $224K | Buy |
1,726
+314
| +22% | +$40.8K | 0.03% | 269 |
|
|
2022
Q2 | $217K | Buy |
1,412
+44
| +3% | +$6.76K | 0.03% | 298 |
|
|
2022
Q1 | $246K | Sell |
1,368
-8
| -0.6% | -$1.44K | 0.03% | 303 |
|
|
2021
Q4 | $254K | Sell |
1,376
-27
| -2% | -$4.98K | 0.03% | 303 |
|
|
2021
Q3 | $248K | Hold |
1,403
| – | – | 0.03% | 287 |
|
|
2021
Q2 | $245K | Sell |
1,403
-353
| -20% | -$61.6K | 0.03% | 292 |
|
|
2021
Q1 | $274K | Sell |
1,756
-113
| -6% | -$17.6K | 0.04% | 224 |
|
|
2020
Q4 | $288K | Sell |
1,869
-579
| -24% | -$89.2K | 0.04% | 202 |
|
|
2020
Q3 | $324K | Buy |
2,448
+57
| +2% | +$7.54K | 0.05% | 178 |
|
|
2020
Q2 | $300K | Sell |
2,391
-383
| -14% | -$48.1K | 0.05% | 176 |
|
|
2020
Q1 | $333K | Buy |
2,774
+407
| +17% | +$48.9K | 0.07% | 146 |
|
|
2019
Q4 | $332K | Buy |
2,367
+50
| +2% | +$7.01K | 0.06% | 170 |
|
|
2019
Q3 | $311K | Buy |
+2,317
| New | +$311K | 0.06% | 163 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$3K | – | 584 |
|
|
2018
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 629 |
|