Davidson Investment Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-540
| Closed | -$56K | – | 175 |
|
|
2017
Q2 | $56K | Hold |
540
| – | – | 0.01% | 129 |
|
|
2017
Q1 | $58K | Sell |
540
-155
| -22% | -$16.6K | 0.01% | 131 |
|
|
2016
Q4 | $81K | Hold |
695
| – | – | 0.01% | 129 |
|
|
2016
Q3 | $80K | Hold |
695
| – | – | 0.01% | 122 |
|
|
2016
Q2 | $69K | Sell |
695
-525
| -43% | -$52.1K | 0.01% | 124 |
|
|
2016
Q1 | $129K | Buy |
1,220
+205
| +20% | +$21.7K | 0.02% | 141 |
|
|
2015
Q4 | $124K | Sell |
1,015
-100
| -9% | -$12.2K | 0.02% | 148 |
|
|
2015
Q3 | $130K | Buy |
1,115
+415
| +59% | +$48.4K | 0.02% | 132 |
|
|
2015
Q2 | $93K | Buy |
+700
| New | +$93K | 0.01% | 149 |
|