Charter Oak Capital Management’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 |
-115
| Closed | -$18K | – | 810 |
|
|
2022
Q2 | $18K | Hold |
115
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $21K | Hold |
115
| – | – | ﹤0.01% | 508 |
|
|
2021
Q4 | $21K | Hold |
115
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $20K | Hold |
115
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $20K | Buy |
115
+50
| +77% | +$8.7K | ﹤0.01% | 460 |
|
|
2021
Q1 | $10K | Hold |
65
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 519 |
|