Braun-Bostich & Associates’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-588
| Closed | -$73K | – | 280 |
|
|
2019
Q2 | $73K | Sell |
588
-133
| -18% | -$16.5K | 0.08% | 158 |
|
|
2019
Q1 | $85K | Hold |
721
| – | – | 0.09% | 171 |
|
|
2018
Q4 | $84K | Hold |
721
| – | – | 0.09% | 149 |
|
|
2018
Q3 | $90K | Hold |
721
| – | – | 0.09% | 149 |
|
|
2018
Q2 | $93K | Hold |
721
| – | – | 0.09% | 143 |
|
|
2018
Q1 | $94K | Hold |
721
| – | – | 0.08% | 133 |
|
|
2017
Q4 | $92K | Buy |
+721
| New | +$92K | 0.08% | 144 |
|