Financial Partners Capital Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-40,065
| Closed | -$4.01M | – | 107 |
|
|
2016
Q2 | $4.01M | Hold |
40,065
| – | – | 1.07% | 40 |
|
|
2016
Q1 | $4.26M | Sell |
40,065
-6,415
| -14% | -$682K | 1.06% | 43 |
|
|
2015
Q4 | $5.72M | Sell |
46,480
-2,230
| -5% | -$274K | 1.36% | 32 |
|
|
2015
Q3 | $5.71M | Buy |
48,710
+630
| +1% | +$73.9K | 1.43% | 28 |
|
|
2015
Q2 | $6.43M | Sell |
48,080
-9,280
| -16% | -$1.24M | 1.58% | 23 |
|
|
2015
Q1 | $8.02M | Hold |
57,360
| – | – | 2.01% | 14 |
|
|
2014
Q4 | $7.2M | Hold |
57,360
| – | – | 1.95% | 17 |
|
|
2014
Q3 | $6.74M | Sell |
57,360
-520
| -0.9% | -$61.1K | 1.94% | 18 |
|
|
2014
Q2 | $6.93M | Buy |
57,880
+1,490
| +3% | +$178K | 2.11% | 13 |
|
|
2014
Q1 | $6.37M | Buy |
56,390
+5,775
| +11% | +$652K | 2.06% | 13 |
|
|
2013
Q4 | $6.17M | Buy |
50,615
+6,470
| +15% | +$789K | 2.04% | 13 |
|
|
2013
Q3 | $5.65M | Sell |
44,145
-1,215
| -3% | -$156K | 2.25% | 14 |
|
|
2013
Q2 | $5.47M | Buy |
+45,360
| New | +$5.47M | 2.46% | 14 |
|