Financial Gravity Asset Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1644 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1273 |
|
|
2023
Q3 | – | Sell |
-161
| Closed | -$27.5K | – | 1074 |
|
|
2023
Q2 | $2.15K | Buy |
161
+19
| +13% | +$2.73K | 0.01% | 629 |
|
|
2023
Q1 | $32 | Buy |
142
+5
| +4% | +$703 | ﹤0.01% | 766 |
|
|
2022
Q4 | $1.76K | Sell |
137
-643
| -82% | -$89.7K | 0.01% | 564 |
|
|
2022
Q3 | $30 | Sell |
780
-298
| -28% | -$45.2K | ﹤0.01% | 689 |
|
|
2022
Q2 | $34 | Sell |
1,078
-182
| -14% | -$30.1K | ﹤0.01% | 628 |
|
|
2022
Q1 | $43 | Sell |
1,260
-35
| -3% | -$6.54K | ﹤0.01% | 655 |
|
|
2021
Q4 | $44 | Buy |
+1,295
| New | +$233K | ﹤0.01% | 726 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 209 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 216 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$1.81K | – | 559 |
|
|
2020
Q4 | $2K | Buy |
+12
| New | +$1.68K | ﹤0.01% | 349 |
|
|
2020
Q2 | – | Sell |
-68
| Closed | -$8.19K | – | 821 |
|
|
2020
Q1 | $8.19K | Buy |
68
+10
| +17% | +$1.33K | 0.03% | 253 |
|
|
2019
Q4 | $141K | Sell |
58
-21
| -27% | -$2.93K | 0.1% | 205 |
|
|
2019
Q3 | $11K | Sell |
79
-38
| -32% | -$4.98K | 0.01% | 601 |
|
|
2019
Q2 | $15K | Sell |
117
-74
| -39% | -$9.02K | 0.01% | 519 |
|
|
2019
Q1 | $23K | Buy |
+191
| New | +$23.1K | 0.02% | 422 |
|
|
2018
Q3 | $45K | Buy |
394
+18
| +5% | +$2.28K | 0.05% | 355 |
|
|
2018
Q2 | $47K | Buy |
376
+22
| +6% | +$2.9K | 0.04% | 347 |
|
|
2018
Q1 | $46K | Buy |
+354
| New | +$47.4K | 0.05% | 332 |
|
Other funds holding TM
CCMG