Carroll Financial Associates’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $24K | Hold |
130
| – | – | ﹤0.01% | 925 |
|
|
2021
Q3 | $23K | Buy |
130
+3
| +2% | +$531 | ﹤0.01% | 960 |
|
|
2021
Q2 | $22K | Hold |
127
| – | – | ﹤0.01% | 1059 |
|
|
2021
Q1 | $19K | Hold |
127
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q4 | $19K | Hold |
127
| – | – | ﹤0.01% | 943 |
|
|
2020
Q3 | $16K | Buy |
127
+125
| +6,250% | +$15.7K | ﹤0.01% | 925 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1674 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1701 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1718 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1722 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1505 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1399 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1333 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1347 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$10K | – | 1256 |
|
|
2017
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 838 |
|
|
2016
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 775 |
|
|
2016
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 806 |
|
|
2016
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 813 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 771 |
|
|
2015
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 706 |
|
|
2015
Q3 | $12K | Sell |
100
-27
| -21% | -$3.24K | ﹤0.01% | 688 |
|
|
2015
Q2 | $17K | Buy |
127
+50
| +65% | +$6.69K | ﹤0.01% | 602 |
|
|
2015
Q1 | $11K | Hold |
77
| – | – | ﹤0.01% | 508 |
|
|
2014
Q4 | $10K | Buy |
77
+16
| +26% | +$2.08K | 0.01% | 486 |
|
|
2014
Q3 | $7K | Hold |
61
| – | – | ﹤0.01% | 619 |
|
|
2014
Q2 | $7K | Hold |
61
| – | – | ﹤0.01% | 659 |
|
|
2014
Q1 | $7K | Hold |
61
| – | – | ﹤0.01% | 606 |
|
|
2013
Q4 | $7K | Buy |
61
+34
| +126% | +$3.9K | ﹤0.01% | 569 |
|
|
2013
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 663 |
|