Financial Architects (New Jersey)’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-60
| Closed | -$7K | – | 1496 |
|
|
2017
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 1125 |
|
|
2016
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 1079 |
|
|
2016
Q3 | $7K | Sell |
60
-19
| -24% | -$2.22K | ﹤0.01% | 1056 |
|
|
2016
Q2 | $8K | Sell |
79
-60
| -43% | -$6.08K | ﹤0.01% | 1012 |
|
|
2016
Q1 | $15K | Buy |
+139
| New | +$15K | 0.01% | 636 |
|
|
2015
Q3 | – | Sell |
-203
| Closed | -$27K | – | 827 |
|
|
2015
Q2 | $27K | Hold |
203
| – | – | 0.01% | 557 |
|
|
2015
Q1 | $28K | Hold |
203
| – | – | 0.01% | 504 |
|
|
2014
Q4 | $25K | Buy |
203
+64
| +46% | +$7.88K | 0.01% | 477 |
|
|
2014
Q3 | $16K | Hold |
139
| – | – | 0.01% | 507 |
|
|
2014
Q2 | $17K | Buy |
+139
| New | +$17K | 0.01% | 536 |
|
|
2013
Q4 | – | Sell |
-78
| Closed | -$10K | – | 529 |
|
|
2013
Q3 | $10K | Buy |
+78
| New | +$10K | 0.01% | 485 |
|