Destination Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,041
| Closed | -$129K | – | 467 |
|
|
2019
Q2 | $129K | Hold |
1,041
| – | – | 0.01% | 160 |
|
|
2019
Q1 | $123K | Hold |
1,041
| – | – | 0.01% | 170 |
|
|
2018
Q4 | $121K | Hold |
1,041
| – | – | 0.01% | 165 |
|
|
2018
Q3 | $129K | Hold |
1,041
| – | – | 0.01% | 185 |
|
|
2018
Q2 | $134K | Sell |
1,041
-351,384
| -100% | -$45.2M | 0.01% | 163 |
|
|
2018
Q1 | $11.6M | Buy |
+352,425
| New | +$11.6M | 0.71% | 44 |
|