Columbia Asset Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,281
| Closed | -$356K | – | 189 |
|
2021
Q1 | $356K | Sell |
2,281
-260
| -10% | -$40.6K | 0.06% | 149 |
|
2020
Q4 | $393K | Sell |
2,541
-255
| -9% | -$39.4K | 0.08% | 138 |
|
2020
Q3 | $370K | Buy |
+2,796
| New | +$370K | 0.08% | 126 |
|
2018
Q4 | – | Sell |
-1,781
| Closed | -$221K | – | 219 |
|
2018
Q3 | $221K | Hold |
1,781
| – | – | 0.06% | 167 |
|
2018
Q2 | $229K | Hold |
1,781
| – | – | 0.07% | 162 |
|
2018
Q1 | $232K | Hold |
1,781
| – | – | 0.07% | 166 |
|
2017
Q4 | $226K | Buy |
+1,781
| New | +$226K | 0.06% | 170 |
|