Creative Planning’s Tata Motors Limited TTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,514
| Closed | -$243K | – | 2681 |
|
|
2022
Q4 | $243K | Sell |
10,514
-7,241
| -41% | -$167K | ﹤0.01% | 1871 |
|
|
2022
Q3 | $431K | Buy |
+17,755
| New | +$431K | ﹤0.01% | 1415 |
|
|
2021
Q2 | – | Sell |
-26,829
| Closed | -$558K | – | 2419 |
|
|
2021
Q1 | $558K | Sell |
26,829
-267
| -1% | -$5.55K | ﹤0.01% | 1344 |
|
|
2020
Q4 | $341K | Sell |
27,096
-42,632
| -61% | -$537K | ﹤0.01% | 1516 |
|
|
2020
Q3 | $634K | Buy |
69,728
+200
| +0.3% | +$1.82K | ﹤0.01% | 997 |
|
|
2020
Q2 | $457K | Hold |
69,528
| – | – | ﹤0.01% | 1066 |
|
|
2020
Q1 | $328K | Buy |
69,528
+32,000
| +85% | +$151K | ﹤0.01% | 1132 |
|
|
2019
Q4 | $485K | Sell |
37,528
-700
| -2% | -$9.05K | ﹤0.01% | 1121 |
|
|
2019
Q3 | $321K | Buy |
38,228
+200
| +0.5% | +$1.68K | ﹤0.01% | 1314 |
|
|
2019
Q2 | $444K | Buy |
38,028
+464
| +1% | +$5.42K | ﹤0.01% | 1144 |
|
|
2019
Q1 | $472K | Sell |
37,564
-884
| -2% | -$11.1K | ﹤0.01% | 1055 |
|
|
2018
Q4 | $468K | Buy |
38,448
+22,637
| +143% | +$276K | ﹤0.01% | 995 |
|
|
2018
Q3 | $243K | Buy |
+15,811
| New | +$243K | ﹤0.01% | 1536 |
|
|
2018
Q1 | – | Sell |
-12,573
| Closed | -$416K | – | 2006 |
|
|
2017
Q4 | $416K | Sell |
12,573
-260
| -2% | -$8.6K | ﹤0.01% | 1169 |
|
|
2017
Q3 | $401K | Sell |
12,833
-65
| -0.5% | -$2.03K | ﹤0.01% | 1141 |
|
|
2017
Q2 | $426K | Buy |
12,898
+111
| +0.9% | +$3.67K | ﹤0.01% | 1086 |
|
|
2017
Q1 | $456K | Sell |
12,787
-8
| -0.1% | -$285 | ﹤0.01% | 1028 |
|
|
2016
Q4 | $440K | Hold |
12,795
| – | – | ﹤0.01% | 982 |
|
|
2016
Q3 | $512K | Buy |
12,795
+6,675
| +109% | +$267K | ﹤0.01% | 875 |
|
|
2016
Q2 | $212K | Buy |
6,120
+1,608
| +36% | +$55.7K | ﹤0.01% | 1226 |
|
|
2016
Q1 | $131K | Sell |
4,512
-2,924
| -39% | -$84.9K | ﹤0.01% | 1465 |
|
|
2015
Q4 | $219K | Buy |
7,436
+1,843
| +33% | +$54.3K | ﹤0.01% | 1141 |
|
|
2015
Q3 | $126K | Buy |
+5,593
| New | +$126K | ﹤0.01% | 1450 |
|
|
2015
Q2 | – | Sell |
-6,537
| Closed | -$295K | – | 3126 |
|
|
2015
Q1 | $295K | Sell |
6,537
-548
| -8% | -$24.7K | ﹤0.01% | 994 |
|
|
2014
Q4 | $300K | Buy |
7,085
+1,713
| +32% | +$72.5K | ﹤0.01% | 938 |
|
|
2014
Q3 | $235K | Buy |
5,372
+1,094
| +26% | +$47.9K | ﹤0.01% | 981 |
|
|
2014
Q2 | $167K | Buy |
4,278
+10
| +0.2% | +$390 | ﹤0.01% | 1123 |
|
|
2014
Q1 | $151K | Sell |
4,268
-700
| -14% | -$24.8K | ﹤0.01% | 1147 |
|
|
2013
Q4 | $153K | Buy |
4,968
+157
| +3% | +$4.84K | ﹤0.01% | 984 |
|
|
2013
Q3 | $128K | Buy |
4,811
+197
| +4% | +$5.24K | ﹤0.01% | 972 |
|
|
2013
Q2 | $108K | Buy |
+4,614
| New | +$108K | ﹤0.01% | 941 |
|