Concert Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,135
| Closed | -$1.18M | – | 881 |
|
|
2016
Q3 | $1.18M | Sell |
10,135
-1,125
| -10% | -$131K | 0.14% | 182 |
|
|
2016
Q2 | $1.11M | Sell |
11,260
-370
| -3% | -$36.5K | 0.15% | 190 |
|
|
2016
Q1 | $1.24M | Buy |
11,630
+180
| +2% | +$19.1K | 0.17% | 162 |
|
|
2015
Q4 | $1.4M | Buy |
11,450
+1,676
| +17% | +$205K | 0.19% | 134 |
|
|
2015
Q3 | $1.15M | Buy |
9,774
+938
| +11% | +$111K | 0.16% | 164 |
|
|
2015
Q2 | $1.18M | Sell |
8,836
-107
| -1% | -$14.3K | 0.15% | 167 |
|
|
2015
Q1 | $918K | Buy |
8,943
+258
| +3% | +$26.5K | 0.26% | 97 |
|
|
2014
Q4 | $1.09M | Buy |
8,685
+6,974
| +408% | +$873K | 0.17% | 161 |
|
|
2014
Q3 | $201K | Buy |
+1,711
| New | +$201K | 0.03% | 503 |
|